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Lindsay Anne Carey

Kestra Advisory Services, LLC

Austin, TX

Austin, TX

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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-25

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Austin, TX • 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
Cantor Fitzgerald & Co. New York NY 07/2017 03/2019
W. P. Carey Inc. New York NY 04/2017 06/2017
Carey Financial, Llc New York NY 01/2015 04/2017
State Of Vermont Montpelier VT 03/2019 09/2022
Ashford Securities Llc Dallas TX 09/2022 01/2026
Kestra Investment Services, Llc Austin TX 01/2026 Present
  • 07/2017 → 03/2019
    Cantor Fitzgerald & Co.
    New York, NY
  • 04/2017 → 06/2017
    W. P. Carey Inc.
    New York, NY
  • 01/2015 → 04/2017
    Carey Financial, Llc
    New York, NY
  • 03/2019 → 09/2022
    State Of Vermont
    Montpelier, VT
  • 09/2022 → 01/2026
    Ashford Securities Llc
    Dallas, TX
  • 01/2026 → Present
    Kestra Investment Services, Llc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-22
S63 Uniform Securities Agent State Law Examination 2018-01-25
  • S66 Uniform Combined State Law Examination
    2026-08-22
  • S63 Uniform Securities Agent State Law Examination
    2018-01-25
Other Names
  • Lindsay Anne Carey

View on SEC IAPD

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David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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