Lindsey Sharpe has been an investment adviser representative at Boyce & Associates Wealth Consulting since August 2018, and is not listed among the firm’s executive officers or direct owners. Lindsey Sharpe holds a Bachelor of Business Administration in Marketing and Management from the University of Mary Hardin-Baylor.
Boyce & Associates Wealth Consulting, Inc. is a Cedar Park, TX firm with $245M under management, 268 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Lindsey Sharpe is Vice President, Financial Planning and Director of Client Relationship Management at Boyce & Associates Wealth Consulting. She has more than 18 years of experience in the financial field and a background in developing wealth planning strategies. She also heads BKA Wealth's Divorce Consulting Practice, with a specialty in divorce planning.
Lindsey Sharpe’s longest registration is the current one, 8 years at Boyce & Associates Wealth Consulting since 2018. Before joining Boyce & Associates Wealth Consulting in 2018, Lindsey Sharpe was registered through Edward Jones.
- – present · 8 yearsCedar Park, TX · Adviser representative · Firm CRD 288157
- Edward Jones– · 3 yearsLiberty Hill, TX · Adviser representative · Firm CRD 250
Professional designations
Listed by Boyce & Associates Wealth Consulting
- Accredited Asset Management Specialist (AAMS)
- CDFA®
Investment adviser representative registrations
Lindsey Sharpe is registered as an investment adviser representative in Texas, since August 2018.
- TexasSince 15 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 October 2014 |
| Series 7 | General Securities Representative Examination | 9 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lindsey Dale Sharpe
- CRD
- 5273386
- Firm
- Boyce & Associates Wealth Consulting · CRD 288157
- Office
- 3109 KENAI DR., STE 107, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boycewealth.com
Where does Lindsey Sharpe work?
Lindsey Sharpe is an investment adviser representative registered through Boyce & Associates Wealth Consulting, Inc. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Lindsey Sharpe a financial advisor?
Yes. Lindsey Sharpe has a current investment-adviser registration in Texas, through Boyce & Associates Wealth Consulting since August 2018.
How many years of experience does Lindsey Sharpe have?
Lindsey Sharpe has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Lindsey Sharpe passed?
Lindsey Sharpe has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Lindsey Sharpe with the SIE, which began in October 2018.
Where is Lindsey Sharpe based?
Lindsey Sharpe’s registered office is in Cedar Park, TX.
Is Lindsey Sharpe registered with FINRA?
No. Lindsey Sharpe has no current broker registration.
How can I verify Lindsey Sharpe’s record?
Search CRD 5273386 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsey Sharpe’s full registration record.
