Virginia Lind, financial advisor Fort Walton Beach FL

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 26 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 9
Virginia Lind & Associates, Inc; Ft Walton Beach, FL Jul 2011 - Current 12
Planmember Securities Corporation Carpinteria, CA Mar 2008 - Current 16
Bencor, Inc. Ft. Walton Beach, FL Mar 2008 - Current 16
Ohio National Life Ins Cinti, OH Nov 1984 - Current 39
Self Tommy Wolfe Currid Age Niceville, FL Oct 1984 - Current 39
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
  • TX
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
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, WY

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