Lindsey Borgese
Lindsey Borgese is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gilbertsville, PA, with 20 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1723 Swamp Pike, Gilbertsville, PA, 19525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindsey sells life, disability, annuities, and long-term care insurance with various companies, dedicating minimal time. She is also co-president of Marlborough Elementary School PTFS, works as an office manager/client service associate for Contour Wealth Management LLC (full-time), and owns a tax preparation service.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
National Planning CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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