William Lindsey
William Lindsey is a registered investment advisor at Lindsey Financial, INC., based in Redlands, CA, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 14 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Lindsey Financial provides ongoing reviews of your financial plan, including meetings and annual updates upon request. They also offer general estate and financial planning assistance as needed.
Lindsey Financial develops a financial plan for a flat fee ranging from $5,000 to $250,000. The actual fee depends on the complexity of the case, the number of planning options selected, and the time involved in developing the plan.
Location
1980 Orange Tree Lane, Suite 270, Redlands, CA, 92374
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2022Customer Dispute
April 2018Customer Dispute
May 2006Customer Dispute
April 2003Other Business ActivitiesSells Insurance
William is appointed with various outside insurance carriers to broker non-registered insurance products and dedicates about half his time to Lindsey Financial & Insurance Svs, selling fixed insurance and annuities. He also has real estate and farming businesses, spending a few hours per week on these activities.
Employment History
Current Registrations
Lindsey Financial, INC.
Previous Registrations
Lindsey Financial, INC.
Girard Securities, INC.
Qa3 Financial LLC
Eagle Strategies LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.