Justin LindseyCRD Number: 3128360
Current Firm: Umpqua Investments, Inc.
Justin Lindsey (CRD# 3128360) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Lake Oswego, OR and has over 18 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Umpqua Investments, Inc.||Portland, OR||Jun 2009 - Current||8|
|Morgan Stanley Smith Barney||Portland, OR||Jun 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Portland, OR||Jul 1999 - Jun 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI