Lindsey and Lindsey Wealth Management Attends Prestigious Masters Forum

Westlake Village, Calif., May 09, 2017 -- Lindsey and Lindsey Wealth Management announced that John Lindsey, CFP®, CEO and founder, and Christina Lindsey Orta, CFP® and vice president, attended Securities America’s 2017 Masters Forum March 12-15, 2017, at The Ritz-Carlton, Dove Mountain, near Tucson, Ariz. Lindsey and Orta attended multiple professional development sessions throughout this four-day event, gaining valuable knowledge on the latest industry trends while having multiple opportunities to network with other advisors. The Masters Forum is an annual event Securities America offers exclusively to its top advisors to recognize their achievements toward serving their clients during the previous year.

Lindsey is a Registered Representative of Securities America, Inc. and has been with the broker-dealer for more than 5 years.  Lindsey is also member of Securities America’s Advisory Council and holds the Series 7 and Series 63 licenses. Orta currently holds the securities licenses 7 and 63. Lindsey & Lindsey provides comprehensive financial services in the areas of  retirement planning and investment management.  

“I’ve been committed to taking part in training opportunities and professional development conferences throughout my career. They educate me about trends in the industry, and provide me with tangible solutions to running a better business and meeting my clients’ needs,” Lindsey said. 

Since joining Securities America, Lindsey and his daughter/business partner, Christina Lindsey Orta, CFP® and Vice President, attend Securities America conferences in an ongoing effort to best serve their clients. 

“The Masters Forum gives us an opportunity to learn more about current best practices. There is always power in networking with like-minded peers to share what’s working for clients. Much of what we learn at here conferences confirms what we’re thinking in how we are serving our clients,” added Orta. 

Lindsey began his financial services career in 1996.  He holds licenses for Life, Disability, and Long Term Care Insurance.  He also holds the Certified Financial Planner and Certified Kingdom Advisor designations.  Lindsey has been active in the Conejo & Simi Valley communities through leadership roles in the Rotary Club of Simi Valley, Free Clinic of Simi Valley, United Way of Ventura County, Simi Valley Education Foundation and Southeast Ventura County YMCA.

ABOUT LINDSEY AND LNDSEY

John Lindsey is CEO and founder of Westlake Village, Calif.-based Lindsey and Lindsey Wealth Management. A CERTIFIED FINANCIAL PLANNER™ professional who spent more than 15 years as a top producer and Regional Leader at Edward Jones. 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 wirehouses. John Lindsey is currently recognized as a three-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.  

For more information, please visit http://www.lindseyandlindsey.com or follow the company on Facebook, Twitter, LinkedIn and Google+.

ABOUT SECURITIES AMERICA

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.

Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. The Securities America companies are not affiliated with any other entity names in this material.

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John Lindsey
Lindsey and Lindsey
(805) 330-3700
[email protected]