John C. Lindsey and Christina Lindsey Orta Attend Securities America's 2019 Masters Forum

By: Lindsey & Lindsey Wealth Management
 
 
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Westlake Village - California - US

WESTLAKE VILLAGE, Calif. - April 16, 2019 - PRLog -- John C. Lindsey and Christina Lindsey Orta, of Lindsey & Lindsey Wealth Management in Westlake Village, CA, attended Securities America's 2019 Masters Forum from March 14-16, 2019, on Amelia Island, off the east coast of Florida. Lindsey and Orta attended multiple professional development sessions throughout this three-day event, gaining valuable knowledge on the latest industry trends while having multiple opportunities to network with other advisors. The Masters Forum is an annual event Securities America offers exclusively to its top advisors to recognize their achievements toward serving their clients during the previous year.

John C. Lindsey and Christina Lindsey Orta are Registered Representatives of Securities America, Inc. and have been with the advisory and brokerage firm for more than 7 years.  Lindsey & Lindsey Wealth Management provides comprehensive financial services in the areas of retirement planning & investment management combined with estate guidance to coincide with investment planning.

Since joining Securities America, Lindsey, Orta and their staff at Lindsey & Lindsey Wealth Management regularly attend Securities America conferences in an ongoing effort to best serve their clients.

"We've been committed to taking part in training opportunities and professional development conferences throughout our career. They educate us about trends in the industry and provide us with tangible solutions to running a better business and meeting our clients' needs," Lindsey said.

John C. Lindsey began his financial services career at Edward Jones where he remained for 16 years and held the positions of General Partner and Regional Leader.  Lindsey holds the securities licenses 7, 63, along with licenses for Long Term Care, Variable Annuity and Variable Life, and the Certified Financial Planner™ Certification and the Certified Kingdom Advisor® designations. Christina Lindsey Orta also began her financial services career at Edward Jones.  She holds the securities licenses 7, 63 and 24, along with licenses Long Term Care, Variable Annuity and Variable Life, and the Certified Financial Planner™ Certification and the Certified Kingdom Advisor® designations.  Both Lindsey and Orta have been active in the Westlake Village and Simi Valley communities, as well as the entire Ventura County community.  John C. Lindsey holds leadership roles as Vice President - Free Clinic of Simi Valley, Finance Chair/Treasurer - United Way of Ventura County, Past President - Rotary Club of Simi Valley, and Past President - Simi Valley Education Foundation.  Christina Lindsey Orta holds leadership roles as the Recording Secretary - Moorpark and Simi Valley Republican Women Federated, inactive board member - Rotary Club of Simi Valley, and the Chapter Head - W Source.

About Securities America

Securities America (http://www.securitiesamerica.com/), a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK),is one of the nation's largest independent advisory and brokerage firms, with 2,600 independent advisors and more than $86 billion in client assets as of Dec. 31, 2018.

Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Securities America Advisors, Inc. and / or Arbor Point Advisors, LLC. Securities America and Ladenburg Thalmann Financial Services Inc. are separate entities from all other entities named.


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John Lindsey and Christina Orta
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Tags:Financial Advisor
Industry:Finance
Location:Westlake Village - California - United States
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