SOURCE: Lindsey and Lindsey Wealth Management

Lindsey and Lindsey Wealth Management

November 24, 2014 12:09 ET

Lindsey and Lindsey Wealth Management Attends Securities America 2014 Managed Money Conference

LOS ANGELES, CA--(Marketwired - Nov 24, 2014) - John Lindsey and Christina Lindsey Orta of Lindsey and Lindsey Wealth Management in Westlake, CA, attended Securities America's Managed Money Conference in Amelia Island, FL, November 4-6, 2014.

"We had the opportunity to hear from 25 elite asset managers from various market sectors that offer institutional style money management. I'm excited to have additional customizable solutions available to us that differ from the wirehouse models," said Orta. 

The conference provided ideas, techniques and tactics to help advisors learn more about the programs offered by the third-party money managers available through Securities America and expand their investment advisory services to clients. This year's conference also featured the new technology Securities America advisors have access to, allowing for enhanced client service.

The Managed Money Conference is an annual event Securities America Advisors offers exclusively to its advisors by invitation only. Eighty Securities America advisors attended the conference.

Lindsey and Orta are Registered Representatives of Securities America and have over 28 year of combined experience with them. Lindsey and Lindsey Wealth Management provides comprehensive financial services in the areas of retirement planning, estate planning and preservation, tax-reduction strategies, Real Estate Investment Trusts (REITs), investment management and more. 

"It is important for us to stay on top of advancements to offer the best investment opportunities to our clients. Conferences like these provide us with that opportunity," said Lindsey.

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

About Securities America
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), is one of the nation's largest independent broker-dealers with more than 1,800 independent advisors responsible for $50 billion in client assets.

Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Lindsey and Lindsey Wealth Management and the Securities America Companies are unaffiliated.

SAI# 1053843.1

Contact Information

  • Contact:
    Aljolynn Sperber
    Media Contact
    Lindsey and Lindsey Wealth Management
    Email Contact
    (310) 994-7380