Deborah Lindstrom, financial advisor Westport CT
93 score

Deborah Lindstrom

CRD Number: 5422411
Current Firm: Resnick Advisors

Deborah Lindstrom (CRD# 5422411) is an Investment Advisor Representative working at Resnick Advisors in Westport, CT and has over 9 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Westport CT
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Westport CT
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Westport CT
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Company Name Location Dates Years
Resnick Investment Advisors, LLC Westport, CT Sep 2007 - Current 9
Depanfilis & Vallerie Norwalk, CT Sep 1997 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Deborah J. Lindstrom
Phone Number: 203-226-8262
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    797
    MILLIONS
  • Total Number of Accounts
    2,625
    ACCOUNTS
  • Average Account Value
    $303,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, CO, CT, DC, FL, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Deborah Lindstrom and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.