Alysia Lindberg, financial advisor Camarillo CA

Alysia Lindberg

CRD Number: 6046397
Current Firm: Tcfg Investment Advisors, LLC

Alysia Lindberg (CRD# 6046397) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Investment Advisors, LLC Laguna Niguel, CA Sep 2018 - Current 5
Tcfg Wealth Management, LLC Laguna Niguel, CA Sep 2018 - Current 5
Tcfg Wealth Management, LLC Laguna Niguel, CA Jun 2016 - Current 7
Highland Advisors LLC Camarillo, CA Jan 2012 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Alysia A. Lindberg
Phone Number: 949-365-5830
Registered State(s):
  • CA
  • CO
  • NC
By the Numbers
  • Total Assets Under Management
    507
    MILLIONS
  • Total Number of Accounts
    2,441
    ACCOUNTS
  • Average Account Value
    $207,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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