Curtis Lindsay (CRD# 2864463) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 27 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Westpoint Wealth Management LLC | Berea, OH | Oct 2020 - Current | 3 |
Westpoint Wealth Management LLC | Berea, OH | Jan 2014 - Current | 10 |
Amfg Wealth Management LLC | Westlake, OH | Sep 2019 - Sep 2020 | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Feb 2019 | 2 |
Ameritas Investment Corp | Lincoln, NE | Feb 2014 - Jan 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- OH
- SC
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Total Assets Under Management59MILLIONS
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Total Number of Accounts752ACCOUNTS
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Average Account Value$78,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, SC
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