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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Advice and Planning Services 1 year, 5 months May 2015 - Present
TIAA 1 year, 5 months May 2015 - Present
Christ The King Church 1 month, 4 weeks Feb 2013 - Apr 2013
Vanguard Group Inc 3 years, 2 months Mar 2012 - May 2015
Edward Jones 2 years, 5 months Oct 2009 - Mar 2012
Wachovia Corporate Mortgage 1 year, 7 months Mar 2008 - Oct 2009
Antonios Pizza and Pasta 4 months Oct 2007 - Feb 2008
Looking for Employment 4 months Jun 2007 - Oct 2007
Quantum Securities 1 year, 5 months Dec 2005 - May 2007
Are You
Lindsey Anne Prokay?
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Designations & Memberships

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Articles and Answers

Insights by Lindsey Prokay

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 21, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advice and Planning Services

Last updated on Sept. 14, 2016
    • $16.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $365.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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