Russell Lindsay

from Canopy 360 Wealth, LLC
SEC regulated
Regulated Investment Advisor
Russell Lindsay is a financial advisor based in Florida, Ocala, with 20 years of experience. Russell currently works for Canopy 360 Wealth, LLC. Russell maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Russell Lindsay works at Canopy 360 Wealth, LLC
Canopy 360 Wealth, LLC is a financial advisory firm based in Ocala, Florida. It currently has approximately $185,787,091 of assets under management and employs about 7 people. Canopy 360 Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
104 Se 1st Avenue, Suite B, Ocala, Florida, 34471

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