Jennifer LindgrenCRD Number: 1968204
Current Firm: Securities America Advisors, Inc.
Jennifer Lindgren (CRD# 1968204) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Porterville, CA and has over 27 years of experience in the finance industry. Jennifer Lindgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kms Financial Services, Inc.
Wells Fargo Advisors, LLC
Woodbury Financial Services, Inc.
|Securities America Advisor, Inc.||Porterville, CA||Dec 2012 - Current||5|
|Securities America, Inc.||Porterville, CA||Nov 2012 - Current||5|
|Eagle One Investments||Porterville, CA||Jun 2000 - Nov 2012||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops