Lindsay
High

Fefa Financial

CRD#7517222
Investment Advisor
in Valley Park, MO

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About this Advisor

Lindsay High is a financial advisor based in Valley Park, Missouri, working with Fefa Financial. Lindsay has previously held positions at Ae Wealth Management, LLC, Fefa Asset Management, LLC, Timeshare Helpsource, Kindercare Learning Center, Abstrakt Marketing Group, Saint Louis Public School, Riverview Gardens School District, Student Teaching, Cheesecake Factory, and Vci Wealth Management LLC. Lindsay has passed the Series 65 regulatory exam and is registered to provide services in Kentucky and Texas. Currently, Lindsay is part of Fefa Financial, which operates out of Valley Park, Missouri. The firm has 23 employees and manages assets totaling $294.8 million. Fefa Financial serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Fefa Financial is asset-based.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

530 Vance Road
Valley Park, MO 63088

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Fefa Financial Brokerage Details

Total Assets Under Management

$294,753,665

MO Average: $11,469,110,461
Total Number of Employees

23

MO Average: 458
Total Number of Accounts

3,203

MO Average: 33,415
Average Account Size

$92,024

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Lindsay High Work History

2023 - Present (2 years)

Vci Wealth Management LLC

2022 - 2024 (2 years)

Ae Wealth Management, LLC

2022 - 2024 (2 years)

Fefa Asset Management, LLC

2020 - 2021 (1 year)

Timeshare Helpsource

2020 - 2021 (1 year)

Kindercare Learning Center

2020 - 2020 (< 1 year)

Abstrakt Marketing Group

2019 - 2020 (1 year)

Saint Louis Public School

2018 - 2019 (1 year)

Riverview Gardens School District

2018 - 2018 (< 1 year)

Kindercare Learning Center

2017 - 2017 (< 1 year)

Student Teaching

2014 - 2017 (3 years)

Cheesecake Factory

Disclosures

Please visit the SEC profile of Lindsay High to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fefa Financial

Patrick Stradtman
Valley Park, MO
William Rosen
Newburyport, MA
Matthew Gelman
Bradenton, FL
John Girault Iii
Valley Park, MO
Wayne Atkins
Valley Park, MO
Kirby Cundiff
Valley Park, MO
Andrew Stringer
Valley Park, MO
Lindsay High
Valley Park, MO

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