WESTLAKE VILLAGE, Calif., April 15, 2015 (GLOBE NEWSWIRE) -- John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, attended Securities America's 2015 Masters Forum, March 11-14, 2015 at the Pelican Hill Resort in Newport Beach, Calif. Lindsey attended multiple professional development sessions throughout this four-day event, gaining valuable knowledge on the latest industry trends while having multiple opportunities to network with other advisors and share "best practice" ideas. The Masters Forum is an annual event Securities America offers exclusively to its top advisors to recognize their achievements and dedication to client service during the previous year.
Lindsey is a Registered Representative of Omaha, Neb.-based Securities America, Inc., and since joining this independent broker/dealer, has regularly attended its conferences in an ongoing effort to bring back the best ideas and better serve Lindsey and Lindsey's clients. "I've been committed to taking part in training opportunities and professional development conferences throughout my career. I look for tangible solutions that help me run a better business and better meet my clients' needs," Lindsey said.
Lindsey began his financial services career at Edward Jones. He holds the FINRA Series 7 and Series 63 licenses, along with licenses for Life and Long Term Care Insurance (CA Insurance Lic. #0B98832). Having fulfilled all of the requirements set forth by the CFP Board or Standards, he is proud to call himself a CERTIFIED FINANCIAL PLANNER™ professional and to use the CFP® marks of distinction. Lindsey has been active in the Conejo Valley community through leadership roles in the YMCA, Simi Valley Education Foundation, United Way of Ventura County, Rotary Club of Simi Valley and Simi Valley Free Clinic.
ABOUT JOHN LINDSEY
John Lindsey is CEO and Founder of Westlake Village, Calif.-based Lindsey and Lindsey Wealth Management. A CERTIFIED FINANCIAL PLANNER™ professional and former apparel industry senior executive who worked for key brands such as Oshkosh B' Gosh and Jantzen Sportswear, Lindsey also spent more than 15 years as a top producer and Regional Leader at Edward Jones. Founded in 2012, Lindsey and Lindsey Wealth Management, Inc. aims to serve clients with an expanded universe of investment offerings than cannot be offered at large wirehouses.
Lindsey holds Bachelor of Science and Master of Business Administration degrees from the University of Southern California. He obtained his CFP® certificate from the California Institute of Finance at California Lutheran University. Named a Limited Partner with Edward Jones in 1999, he also served as a General Partner from 2001-2006. In 2010, John and his staff were named recipients of the prestigious Peter Drucker award at Edward Jones, an award only given to the top 50 offices out of over 12,800 offices, for the highest Client Service Excellences scores surveyed by J. D. Power.
For more information, please visit http://www.lindseyandlindsey.com or follow the company on Facebook or Twitter.
Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. The Securities America companies are not affiliated with any other entity names in this material.
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