Lindsey Financial, Inc.

Lindsey Financial, Inc. (CRD# 147291) is a financial advisory firm headquartered in Redlands, CA. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN, NM, NV, TX

Financial Advisors at Lindsey Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Dempster R. Cherry
CRD#: 5988890
1980 Orange Tree Lane, Suite 270, Redlands, CA 92374
93
Wealthminder
score

Dempster Cherry (CRD# 5988890) is an Investment Advisor Representative working at Lindsey Financial, Inc. in Redlands, CA and has over 5 years of experience in the finance industry.

2
Joshua R. Lindsey
CRD#: 4467256
1980 Orange Tree Lane, Suite 270, Redlands, CA 92374
90
Wealthminder
score

Joshua Lindsey (CRD# 4467256) is an Investment Advisor Representative working at Lindsey Financial, 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.

3
Jeremy M. Lindsey
CRD#: 5231102
1980 Orange Tree Lane, Suite 270, Redlands, CA 92374
77
Wealthminder
score

Jeremy Lindsey (CRD# 5231102) is an Investment Advisor Representative working at Lindsey Financial, Inc. in Redlands, CA and has over 3 years of experience in the finance industry.

4
William R. Lindsey
CRD#: 1321713
1980 Orange Tree Lane, Suite 270, Redlands, CA 92374
63
Wealthminder
score

William Lindsey (CRD# 1321713) is an Investment Advisor Representative working at Lindsey Financial, Inc. in Redlands, CA and has over 20 years of experience in the finance industry.

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