Lindsey Borgese
Lindsey Borgese is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boyertown, PA, with 21 years of industry experience. Lindsey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9 Rowell Rd, Boyertown, PA, 19512
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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
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.
Exams
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