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Lindsay Anne Youngbauer

Woodmont Investment Counsel, LLC

Nashville, TN

CRD 7181584

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Employer firm

Woodmont Investment Counsel, LLC CRD 109779

$2.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Woodmont Investment Counsel, Llc

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2019-11-13
  • TN RA
    APPROVED
    Since 2019-11-13

Branch Locations

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodmont Investment Counsel, Llc Nashville TN 09/2019 Present
Diversified Trust Company Nashville TN 07/2013 09/2019
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN

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