WESTLAKE VILLAGE, Calif., Jan. 27, 2016 /PRNewswire/ -- John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, has been named to the 2016 Advisory Council of Securities America Inc.
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John C. Lindsey, who has 20 years of experience in the financial services industry, holds the FINRA Series 7 and Series 63 licenses, along with licenses for Life and Long Term Care Insurance (CA Insurance Lic. #0B98832). Having fulfilled all of the requirements set forth by the CFP Board or Standards, he is proud to call himself a Certified Financial Planner(TM) professional and to use the CFP® marks of distinction. Lindsey joined Securities America in 2012. Securities America is one of the nation's largest independent broker/dealers with more than 2,000 independent advisors responsible for $60 billion in client assets.
Lindsey began his financial services career at Edward Jones, where he spent more than 15 years as a top producer and Regional Leader. He Lindsey has been active in the Conejo Valley community through leadership roles in the YMCA, Simi Valley Education Foundation, United Way of Ventura County, Rotary Club of Simi Valley and Simi Valley Free Clinic.
The Securities America Advisory Council creates an opportunity for advisors to provide feedback on the strategy, tactics and marketing message of Securities America, Inc. It also allows Securities America to build strong personal relationships with its advisors. Securities America selects members of the advisory council from its top advisors. Council members represent a diverse mix of business, geographic regions and experience in the financial services industry.
ABOUT LINDSEY & LINDSEY
John Lindsey is CEO and Founder of Westlake Village, Calif.-based Lindsey and Lindsey Wealth Management. Founded in 2012, Lindsey and Lindsey Wealth Management, Inc. aims to serve clients with an expanded universe of investment offerings than cannot be offered at large wire houses. Lindsey is currently recognized as a two-year winner of the Five Star Wealth Manager Award.
John's daughter, Christina Lindsey Orta, CFP® and Vice President, joined her father's firm in 2014. Christina has been recognized in the Financial Services and Real Estate industries for over 10 years now. Prior to joining Lindsey and Lindsey, Christina was a Vice President of Sales for Walton International Group, a Real Estate Investment and Development company. Since 2007 while working for Walton, she helped the company expand their distribution throughout the United States.
Important Disclosure:
Securities offered through Securities America, Inc., member FINRA/SIPC, John C. Lindsey, Registered Representative.
Advisory services offered through Cooper McManus, an SEC Registered Investment Advisor Firm, John C. Lindsey, Investment Advisor Representative.
Securities America and Cooper McManus are unaffiliated.
SAI #1385071.1
The Five Star Professional award goes to individuals who provide exceptional service based on research with peers, firms, consumers and regulatory services. Read important information.
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SOURCE Lindsey and Lindsey Wealth Management, Inc.
