Virginia Lind, financial advisor Fort Walton Beach FL
96 score

Virginia Lind

CRD Number: 1342387
Current Firm: Planmember Securities Corporation

Virginia Lind (CRD# 1342387) is an Investment Advisor Representative working at Planmember Securities Corporation in Fort Walton Beach, FL and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Us Employee Benefits Services Group LLC Ft. Walton Beach, FL Jan 2015 - Current 1
Virginia Lind & Associates, Inc; Ft Walton Beach, FL Jul 2011 - Current 5
Planmember Securities Corporation Carpinteria, CA Mar 2008 - Current 8
Bencor, Inc. Ft. Walton Beach, FL Mar 2008 - Current 8
Ohio National Life Ins Cinti, OH Nov 1984 - Current 32
Self Tommy Wolfe Currid Age Niceville, FL Oct 1984 - Current 32
Spc Ann Arbor, MI Apr 2004 - Mar 2008 3
Sammons Securities Company, LLC Ann Arbor, MI Feb 2002 - Mar 2008 6
The O.n. Equity Sales Company Cincinnati, OH Jan 1985 - Mar 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
Contact Info for Virginia A. Lind
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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