WESTLAKE VILLAGE, CA--(Marketwired - July 20, 2016) - In recognition of business excellence, Securities America has presented John Lindsey and Christina Lindsey Orta of Lindsey and Lindsey Wealth Management, Inc. the Shooting Star Award for 2015. Each year, Securities America recognizes the firm with the highest percentage increase in fee-based assets under management for the year. Lindsey and Lindsey Wealth Management, Inc. exemplifies professionalism and success throughout all aspects of its financial practice and was recognized for these achievements at the Securities America's Connect National Conference in Orlando, FL, June 10-13, 2016.
"We are honored to receive this prestigious award and are humbled by the opportunity to serve our clients in a very personal way," said John Lindsey, CFP®, CEO and Founder of Lindsey and Lindsey Wealth Management, Inc. "We look forward to another year of working closely with our clients to guide them in planning for their families' futures. We consider each one of them as close friends and feel privileged to be a part of helping them realize their hopes and dreams."
John Lindsey is a registered representative of Securities America and has been with the broker-dealer for more than four years. He has a wide range of experience in financial planning and investing. Christina Lindsey Orta, CFP® and Vice President, joined her father's firm as a partner in 2014. Orta received a Bachelor degree in Business Administration with an emphasis in Finance from Loyola Marymount University in Los Angeles. In 2013 after completing additional education, and passing the CFP® board exams, she has obtained the CFP® designation.
Since joining Securities America, Lindsey and Orta regularly attend Securities America conferences in an ongoing effort to best serve their clients. Lindsey is also member of Securities America's Advisory Council and holds the Series 7 and Series 63 licenses. Orta currently holds the securities licenses 7 and 63.
ABOUT LINDSEY AND LINDSEY
John Lindsey is CEO and Founder of Westlake Village, Calif.-based Lindsey and Lindsey Wealth Management. A CERTIFIED FINANCIAL PLANNER™ professional who 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 is currently recognized as a two-year winner of the Five Star Wealth Manager Award.
John's daughter, Christina Lindsey Orta, CFP® and Vice President, joined her father's firm in 2014. Christina has been recognized in the Financial Services and Real Estate industries for over 10 years now. Prior to joining Lindsey and Lindsey, Christina was a Vice President of Sales for Walton International Group, a Real Estate Investment and Development company. Since 2007 while working for Walton, she helped the company expand their distribution throughout the United States.
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.