LG
LG

Lindsey Pate Gresham

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Loading...

Location

213 Draperton Drive, Suite A, Ridgeland, MS, 39157

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Balefire, LLC
April 2025 - Present · 10 mos
Previous Registrations
Csenge Advisory Group, LLC
January 2023 - March 2025 · 2 yrs 2 mos
Lion Street Financial, LLCBroker
October 2021 - November 2025 · 4 yrs 1 mo
State Registrations1 state
MS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.