Helen Hinds (CRD# 7381631) is an Investment Advisor Representative working at Lonetree Wealth Management in Memphis, TN and has over 2 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lonetree Wealth Management LLC | Memphis, TN | Feb 2023 - Current | 1 |
| Unemployed | Memphis, TN | Nov 2022 - Jan 2023 | < 1 |
| Alps Distributors, Inc. | Denver, CO | May 2021 - Oct 2022 | 1 |
| Southeastern Asset Management, Inc. | Memphis, TN | Jul 2017 - Oct 2022 | 5 |
| The University Of Alabama | Tuscaloosa, AL | Jan 2016 - May 2017 | 1 |
| Washington And Lee University | Lexington, VA | Aug 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TN
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$171,275
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TN, TX
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