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Lindsey M Heglar
LINDSEY MICHELLE HEGLAR, LINDSEY HEGLAR
CRD#: 6726155
IA
B
EDWARD JONESCRD#: 250 23A W WILSON ST
LEXINGTON, TN 38351-0785
LEXINGTON, TN 38351-0785
0
Disclosures
8
Years of Experience
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State Registrations
B
Alabama 5/22/2023
B
Minnesota 9/12/2023
B
Arizona 5/18/2023
B
Mississippi 11/16/2018
B
Arkansas 1/31/2024
B
Missouri 7/6/2021
B
Colorado 1/31/2025
B
North Carolina 2/4/2025
B
Connecticut 6/21/2023
B
Ohio 7/6/2020
B
Florida 5/22/2023
B
Pennsylvania 7/17/2024
B
Georgia 7/6/2021
B
Tennessee 11/16/2018
B
Illinois 2/6/2024
IA
Tennessee 11/19/2018
B
Kentucky 5/22/2023
B
Utah 11/14/2023
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 11/19/2018
B
Registered with this firm since 11/16/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/20/2017 - 11/02/2018 | JACKSON, TN | |
B | 01/13/2017 - 11/02/2018 | JACKSON, TN |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.