Lindy Rebecca Moss

Investment adviser representative at Concentric

12 yearsExperience

2 statesRegistered in

$13.9BFirm assets

4 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

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12 years in the industry.

Registered as an investment adviser representative in 2 states (CA, MA).

Legal name: Advisor Partners Ii, LLC

$13.9BAssets managed

5,371Clients

11Advisers

4 yearsIn business

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.