Morgan Lindsay, CFP®

Independent Branch Financial Consultant

+1 385-316-3066

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2023-present
  • Wealth Advisor, Carson Wealth, 2017-2023

Education

  • College Degree, Personal Financial Planning, Utah Valley University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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