RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Lindsey Alysha Fairchild
- Professional profile
- valeofinancial.com/employee/lindsey-fairchildreportedvaleofinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Valeo Financial Advisors, LLC independent RIA currentsince Aug 27, 2020 · Carmel, In
- Td Ameritrade Investment Management, LLC formerJun 29, 2016 to Jul 20, 2018 · Reston, Va
- Td Ameritrade, Inc. formerJun 28, 2016 to Jul 20, 2018 · Reston, Va
- Td Ameritrade Investment Management, LLC to Valeo Financial Advisors, LLCleft Jul 20, 2018, registered Aug 27, 2020 (769 days) · RIA to RIA
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Jul 20, 2018, registered Jun 29, 2016 (-751 days) · channel change inside one enterprise, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address