WESTLAKE VILLAGE, Calif., April 14, 2016 /PRNewswire/ -- John C. Lindsey, of Lindsey and Lindsey Wealth Management in Westlake Village, Calif. attended Securities America's 2016 Masters Forum March 10-13, 2016, at The Cloister at Sea Island, Ga. Lindsey 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.
A Five-Star Wealth Manager award-winner in 2015 and 2016, Lindsey is a Registered Representative of Securities America, Inc. Lindsey and Lindsey provides comprehensive financial services in the areas of retirement planning and investment management.
Since joining Securities America, Lindsey and his staff at Lindsey and Lindsey attend Securities America conferences in an ongoing effort to best serve their clients.
"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.
Lindsey began his financial services career at Edward Jones. He holds the FINRA Series 7 and NASAA 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 of Standards, he is proud to call himself a Certified Financial Planner™ professional and to use the CFP® marks of distinction. He is a past director of the UC Santa Barbara Economic Forecast Project in Ventura, Santa Barbara and San Luis Obispo counties; a past president of the Rotary Club of Simi Valley. Lindsey has been named to the list of Who's Who in Business and Finance by the Pacific Coast Business Times in 2005 and 2006.
Lindsey is an active member of the Chamber of Commerce and a Leadership graduate. He serves on the board of the Simi Valley Free Clinic as its Treasurer and is a board member of the United Way of Ventura County.
ABOUT LINDSEY AND LINDSEY
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. 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.
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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SOURCE Lindsey & Lindsey Wealth Management