Joshua Lindsey (CRD# 4467256) is an Investment Advisor Representative working at Money Strategies, Inc. in Redlands, CA and has 1 year of experience in the finance industry. Joshua Lindsey 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.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Strategies, Inc. | Redlands, CA | May 2020 - Current | 3 |
| Lindsey Financial, Inc. | Redlands, CA | Apr 2002 - Nov 2020 | 18 |
| Lindsey Financial Group | Redlands, CA | Mar 2007 - Sep 2018 | 11 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
CA, TX
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