Michael Lindman, financial advisor Beverly Hills CA
93 score

Michael Lindman

CRD Number: 6089509
Current Firm: City National Securities, Inc.

Michael Lindman (CRD# 6089509) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
City National Securities Beverly Hills, CA Mar 2013 - Current 5
Bank Of America, N.a. Century City, CA Feb 2013 - Mar 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Century City, CA Jun 2012 - Mar 2013 < 1
Provident Financial Management Santa Monica, CA Sep 2011 - Jun 2012 < 1
Unemployed Boulder, CO Aug 2011 - Sep 2011 < 1
Dicks Sporting Goods Broomfield, CO Jun 2011 - Jul 2011 < 1
Student @ University Of Colorado Boulder, CO Jan 2011 - Jun 2011 < 1
Mutual Of Omaha Englewood, CO May 2010 - Dec 2010 < 1
Student @ University Of Colorado Boulder, CO Sep 2009 - May 2010 < 1
Provident Financial Management Santa Monica, CA May 2009 - Aug 2009 < 1
Student @ University Of Colorado Boulder, CO Sep 2008 - May 2009 < 1
Marias Italian Kitchen Agoura Hills, CA May 2008 - Aug 2008 < 1
Student @ University Of Colorado Boulder, CO Sep 2007 - May 2008 < 1
Student @oak Park Unified School District Oak Park, CA Jan 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Michael W. Lindman
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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