Lindsey Rae Mckay

Current Employers

Employment History

• 10/2006 → Present
  Pacific Rim Financial Group
  Tukwila, WA
• 10/2006 → Present
  Mckay Wealth Management
  Clackamas, OR
• 09/2014 → 06/2021
  Voya Financial Advisors
  Clackamas, OR
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-05-01 → 2021-06-09
  Voya Financial Advisors, Inc.
  Tacoma, WA
  Tukwila, WA
  Clackamas, OR
  Tukwila, WA
  Windsor, CT
  Tukwila, WA
  Clackamas, OR
• 2004-12-13 → 2006-06-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1. NAME OF ENTITY: MCKAY WEALTH MANAGEMENT; YES; SAME AS REGISTERED LOCATION,; FINANCIAL SERVICES/DBA; FINANCIAL PROFESSIONAL; 10/21/2006; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 2. NAME OF ENTITY: PACIFIC RIM FINANCIAL GROUP; YES; SAME AS REGISTERED LOCATION,; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 10/21/2006; 160; 160; SALE OF FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS. 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; YES; SAME AS REGISTERED LOCATION,; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/30/2007; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF ENTITY: LINDSEY MCKAY-AUTHOR; NO; SAME AS REGISTERED LOCATION ; WRITING BOOK; AUTHOR; 8/21/2019; 20; 4; RESEARCHING AND WRITING AND WORKING WITH EDITOR TO TAKE THE INFORMATION AND PUTTING INTO FINISHED PRODUCT 5. NAME OF ENTITY: EMPOWER CONSULTING LLC; NO; SAME AS REGISTERED LOCATION; TAX PURPOSE ONLY; OWNER; 8/27/2019; 0; 0; TAX PURPOSE NO DUTIES 6. NAME OF ENTITY:FINANCIAL PLANNING ASSOCIATION OF PUGET SOUND; No; 2150 N 107TH ST STE 205; SEATTLE; WA; 98133; NETWORKING; MEMBER; 1/17/2018; 4; 0; PROMOTING THE VALUE OF FINANCIAL PLANNING THROUGH EDUCATION AND NETWORKING EVENTS.| 7. NAME OF OTHER BUSINESS: VISTAGE; INVESTMENT RELATED: NO; ADDRESS: 4840 EASTGATE MALL SAN DIEGO, CA 92121; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PEER NETWORKING GROUP TO ACHIEVE IMPACT AS LEADER AND GROW COMPANY; 8. NAME OF OTHER BUSINESS: ESTATE PLANNING COUNCIL OF SW KING COUNTY; INVESTMENT RELATED: NO; ADDRESS: 2400 NW 80TH STREET PMB#140 SEATTLE, WA 98117; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: MEMBER AT LARGE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NETWORKING GROUP IN AREA OF ESTATE PLANNING; 9. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: NO, ADDRESS: 2765 NW 65TH ST, SEATTLE, WA, 98117, NATURE OF BUSINESS: REAL ESTATE, START DATE: 07/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LEASING OF PERSONAL PRIVATE PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2004-12-10

Other Names

• Lindsey Mckay