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Christian Lindsey

Advisor at Cetera

Updated today

Location

Carthage, TX 75633

Credentials

Series 66

Industry experience

2 years

About

Christian Lindsey is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at First State Bank & Trust, Consolidated Electrical Distributors, and educational institutions such as the University of Louisiana Lafayette and Centenary College of Louisiana. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with extensive advisory services.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

110 West Panola

Carthage, TX 75633

Most active in

Texas

Work history

Cetera

2024 - Present (2 years)

Cetera Investment Services Llc

2024 - Present (2 years)

First State Bank & Trust

2024 - Present (2 years)

Unemployed

2023 - 2024 (1 year)

Consolidated Electrical Distributors

2021 - 2023 (2 years)

Caddo Parish Facilities and Maintenance

2018 - 2018 (1 year)

University of Louisiana Lafayette

2018 - 2020 (2 years)

Centenary College of Louisiana

2016 - 2017 (1 year)

Captain Shreve High School

2014 - 2016 (2 years)

Disclosures

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

Business activities & affiliations

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Charles Maraggia is a financial advisor at Dominion Portfolio Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2021. Prior to his advisory career, he served in law enforcement with the Frisco and Grand Prairie Police Departments and was a member of the U.S. Army Reserves. Outside of advisory work, he is also an agent for New Era Life Insurance Company, focusing on fixed annuities and life insurance. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management tailored to investor profiles. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Annuities
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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. He has worked at Dominion Portfolio Management since 2017 and has held prior roles at several firms including Summit Financial Group and VSR Advisory Services. Outside of advisory work, Nixon is a partner in a CPA firm and is involved in several non-investment-related business ventures, including an events rental company and a ranch partnership. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using a combination of fundamental, technical, and economic analysis, offering a range of approaches from long-term allocations to shorter-term trading across various asset classes.

Annuities
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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 28 years of industry experience. He has been with Cetera since 2004 and also serves as CEO and Chairman of the Board of First State Bank & Trust Company. Outside of his advisory role, Murphy is involved in a family-owned tree farm partnership and holds leadership positions including president of the United Fund of Panola County and chairman of the board for Broadmoor Baptist Church. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions across multiple custodial platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Carthage, TX

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Carthage, TX

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Olivia B

Series 66

Carthage, TX

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Olivia Boone is a financial advisor at Edward Jones in Carthage, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she 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 manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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