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Co-Trustee · Lexington Financial/life Management, LLC

Jeanette T. Veitch

CRD 5427744 · Named on Form ADV at one SEC-registered adviser

At a glance

Lexington Financial/life Management, LLC, an SEC-registered wealth manager based in Nashville, TN with $107 million in regulatory assets, lists Jeanette T. Veitch on its Form ADV as Co-Trustee, a control person.

Firms and roles

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Jeanette’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dale E. VeitchCeo/ Chief Compliance Officer, Lexington Financial/life Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeanette’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.