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.
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4050337
B. Riley Wealth Advisors, Inc.
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 |
- FL
- TX
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Total Assets Under Management7,530MILLIONS
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Total Number of Accounts67,968ACCOUNTS
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Average Account Value$110,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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