Financial Professional John Lindsey Attends Back-to-Back Educational Conferences on NextPhase and Managed Money
WESTLAKE VILLAGE, Calif., Feb. 10, 2016 /PRNewswire/ -- John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, attended two educational conferences back-to-back in Laguna Nigel, Calif. from November 2-5: Securities America's NextPhase™ Conference and Managed Money Conference.
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The annual event on NextPhase, Securities America flagship retirement income distribution program, was an expanded format from previous sessions. Seventy Securities America advisors attended the conference.
"The coaching and information I received at this conference will be immediately applicable to my practice," said Lindsey. "Learning solutions to common client concerns and networking with other advisors helps me focus on being a retirement income distribution expert for my community."
Immediately following the NextPhase Conference, Lindsey attended the Securities America Managed Money Conference. "Managed money choices have become increasingly complex, so taking the time to understand the changing marketplace is the best way to provide exceptional service to my clients," added Lindsey.
The conference provided ideas, techniques and tactics to help advisors learn more about the programs offered by the third-party money managers available through Securities America and expand their investment advisory services to clients. The Managed Money Conference is an annual event Securities America Advisors offers exclusively to its advisors by invitation only. More than 80 Securities America advisors attended the conference.
Lindsey is a Registered Representative of Omaha, Neb.-based Securities America, Inc. Since joining Securities America, Lindsey and his daughter and partner, Christina Lindsey Orta, have attended Securities America conferences in an ongoing effort to bring back the best ideas and better serve Lindsey and Lindsey's clients.
Lindsey began his financial services career at Edward Jones. He 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™ professional and to use the CFP® marks of distinction. 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.
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.
For more information, please visit http://www.lindseyandlindsey.com or follow the company on Facebook, Twitter, LinkedIn and Google+.
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.
Contact:
Leesy Palmer
Impact Communications, Inc.
Email
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SOURCE Lindsey & Lindsey Wealth Management
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