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Lindsay Financial Services, LLC

PartnerCanopy 360 Wealth, LLC

About Lindsay Financial Services, LLC

Lindsay Financial Services, LLC is listed as Partner at Canopy 360 Wealth, LLC in Ocala, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Canopy 360 Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lindsay Financial Services, LLC work?

Lindsay Financial Services, LLC is listed as Partner at Canopy 360 Wealth, LLC on SEC Form ADV.

How much of Canopy 360 Wealth, LLC does Lindsay Financial Services, LLC own?

Form ADV reports a beneficial ownership band of 25-50%.

Canopy 360 Wealth, LLC

TitlePartner
Ownership25-50%
Control personYes
Since2018
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