Lindsay Starks Young

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 02/2017
  Pnc Investments
  Northport, AL
• 02/2017 → 07/2017
  Pnc Investments
  Pittsburgh, PA
• 07/2017 → 03/2019
  Wells Fargo Clearing Services, Llc
  Tuscaloosa, AL
• 03/2019 → 01/2024
  Lpl Financial Llc
  Tuscaloosa, AL
• 03/2019 → Present
  Alabama One Credit Union
  Tuscaloosa, AL
• 02/2024 → Present
  Osaic
  Tuscaloosa, AL

Previous Registrations

• 2019-03-21 → 2024-02-09
  Lpl Financial Llc
  Tuscaloosa, AL
• 2017-07-17 → 2019-03-20
  Wells Fargo Clearing Services, Llc
  Tuscaloosa, AL
  Birmingham, AL
  Hamilton, AL
  Tuscaloosa, AL
  Guin, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Northport, AL
• 2015-03-23 → 2017-07-19
  Pnc Wealth Management Llc
  Northport, AL
  Birmingham, AL
  Bessemer, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Hueytown, AL
  Alabaster, AL

Other Businesses

1) 3/19/19- Alabama One Wealth Advisory- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 04/19/2023 - Alabama Rural Electric Wealth Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/11/2021 - 400 Hours Per Month/4 Hours During Securities Trading 3) 07/07/2023 - Fantastical Vacations LLC - Not Investment Related - Home Based - Other - Travel Agent - Start Date 05/15/2023 - 25 Hours Per Month/ 0 Hours During Trading 4) FANTASTICAL VACATIONS, LLC. POSITION: Travel Advisor NATURE: Travel Advisor INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 7912 Jailene Dr, Windermere FL 34786, United States DESCRIPTION: Plan vacations for clients, Research destinations. 5) ALABAMA ONE POSITION: Wealth Relationship Manager NATURE: Alabama One Credit Union is the owner of Alabama One Wealth Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/04/2025 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404-5813, United States DESCRIPTION: Administrative duties for the credit union

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-23
• S63 Uniform Securities Agent State Law Examination
  2012-07-31

Other Names

• Lindsay Leigh Starks