Douglas LindseyCRD Number: 6149647
Current Firm: Mgm LLC
Douglas Lindsey (CRD# 6149647) is an Investment Advisor Representative working at Mgm LLC in Albuquerque, NM and has 1 year of experience in the finance industry. Douglas Lindsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Portfolio Wealth Advisors
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
|Mgm Ltd. Company||Albuquerque, NM||Jan 2009 - Current||8|
|Dci||Albuquerque, NM||Jan 2004 - Jan 2009||5|
Total Assets Under Management97MILLIONS
Total Number of Accounts566ACCOUNTS
Average Account Value$171,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, NM, OR, TX
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