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Christian Lindsey

Advisor at Cetera — Carthage, TX

Updated today

Credentials

Series 66

Experience

2 years

Location

Carthage, TX 75633

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Christian Lindsey is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at First State Bank & Trust, Consolidated Electrical Distributors, and in facilities and maintenance roles, as well as in academic positions at the University of Louisiana Lafayette and Centenary College of Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with access to both affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Carthage, TX

110 West Panola

Carthage TX 75633

Advisors at this office

2

Most active in

Texas

Work history

2 years of industry experience

Cetera

2024 - Present • 2 years

Carthage, TX

Cetera Investment Services Llc

2024 - Present • 2 years

St Cloud, MN

First State Bank & Trust

2024 - Present • 2 years

Carthage, TX

Unemployed

2023 - 2024 • 1 year

Keithville, LA

Consolidated Electrical Distributors

2021 - 2023 • 2 years

Lafayette, LA

Caddo Parish Facilities and Maintenance

2018 - 2018 • 1 year

Shreveport, LA

University of Louisiana Lafayette

2018 - 2020 • 2 years

Lafayette, LA

Centenary College of Louisiana

2016 - 2017 • 1 year

Shreveport, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Charles M

Series 65, Series 63

Carthage, TX

Dominion Portfolio Management, Inc.

Charles Maraggia is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Calton & Associates, Inc. and Dominion Investor Services, Inc., and he also served in law enforcement and the U.S. Army Reserves. Additionally, he is an agent for New Era Life Insurance Company, specializing in fixed annuities and life insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily across individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice to clients' goals, risk tolerance, and time horizons.

Annuities
user avatar

Drew N

Series 63, Series 66

Carthage, TX

Dominion Portfolio Management, Inc.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc. holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at Dominion Portfolio Management, Dominion Investor Services, Summit Brokerage Services, and VSR Advisory Services, along with operating his own CPA firm since 1985. Outside of financial advising, he is a partner and president in several non-investment related businesses, including a CPA firm, an events rental company, and a ranch operation. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing a mix of fundamental, technical, charting, and economic analyses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with options for household account aggregation and third-party money managers.

Annuities
user avatar

David M

Series 63, Series 65

Carthage, TX

Cetera

David Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera and affiliated entities since 2004 and serves as CEO and Chairman of the Board at First State Bank & Trust Company. Outside of his advisory work, Murphy is involved in community roles including serving as president of the United Fund of Panola County and chairman of the board for Broadmoor Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, accommodating various program structures and investment authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Adam W

Series 66

Carthage, TX

LPL Financial

Adam Weber is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolio programs, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Sarah G

Series 63, Series 66

Carthage, TX

Edward Jones

Sarah Goodson Chandler is a financial advisor with Edward Jones in Carthage, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as president of several local LLCs, including Goodson Properties and Emerald Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary services. The firm manages over $1 trillion in assets through its extensive network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Olivia B

Series 66

Carthage, TX

Edward Jones

Olivia Boone is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at TXU Energy and TC Dillard Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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