Michael Mansfield, financial advisor Ventura CA

Michael Mansfield

CRD Number: 5656946
Current Firm: The Lynd Group Advisors, LLC

Michael Mansfield (CRD# 5656946) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 14 years of experience in the finance industry. Michael Mansfield 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.

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Professional Designations
Company Name Location Dates Years
Michael Mansfield, Sole Proprietor Ventura, CA Feb 2020 - Current 4
Sole Proprietor Ventura, CA Sep 2015 - Current 8
The Lynd Group Advisors, LLC Ventura, CA Dec 2013 - Current 10
The Lynd Group Ventura, CA Feb 2009 - Feb 2020 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Michael J. Mansfield
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX, UT

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