Lindsey Pate Gresham
Investment Adviser Representative at Balefire, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lindsey Pate Gresham is an investment adviser representative with Balefire, LLC in Ridgeland, MS, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Csenge Advisory Group, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Mississippi.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Mississippi
- Broker:
1 state or territory
Mississippi
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Investment Services, LLCApr 2015 – May 2021Ridgeland, MS
- Lion Street FinancialMay 2021 – no end date reportedRidgeland, MS
- Csenge Advisory GroupJan 2023 – no end date reportedLargo, FL
- Integrity Alliance, LLC.Nov 2025 – no end date reportedRidgeland, MS
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Balefire, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment strategies, corporate solutions (including capital planning and employee benefit design), healthcare capital strategies, financial planning, estate planning, tax strategy, risk management, and business succession and transition planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 39
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Dallas, TX
- Founded:
- 2025
- SEC file number:
- 801-78506
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Balefire, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lindsey Pate Gresham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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