Lindsay Morgan High
Investment adviser representative at Fefa Financial
12 yearsExperience
2 statesRegistered in
$435.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Vci Wealth Management LLCJul 2023 to now
- Fefa FinancialMay 2023 to now
- Ae Wealth Management, LLCMar 2022 to Feb 2024
- Fefa Asset Management, LLCFeb 2022 to Feb 2024
- Timeshare HelpsourceAug 2020 to Dec 2021
- Kindercare Learning CenterJul 2020 to Dec 2021
- Abstrakt Marketing GroupJan 2020 to Jul 2020
- Saint Louis Public SchoolAug 2019 to Jan 2020
- Riverview Gardens School DistrictOct 2018 to Jun 2019
- Kindercare Learning CenterJan 2018 to Oct 2018
- Student TeachingJan 2017 to Dec 2017
- Cheesecake FactoryOct 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7517222
- Firm CRD
- 324833