CO
CFP
CO
CFP

Christina Lindsey Orta

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K
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Location

4195 E Thousand Oaks Blvd, Suite 125, Westlake Village, CA, 91362

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christina is the owner/president of Lindsey and Lindsey Wealth Management and Ascent Wealth Management, and owner of CL Orta, Inc. She is also an insurance agent offering life insurance, accident & health insurance, and variable contracts products, dedicating about 10% of her time to this. Christina also serves as Treasurer and Board Member at Hillcrest Christian School, dedicating a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 5 yrs 11 mos
Cooper Mcmanus
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
January 2014 - March 2020 · 6 yrs 2 mos
Walton Securities, INC.Broker
October 2007 - December 2013 · 6 yrs 2 mos
State Registrations22 states
AZCACOFLHIIDMDMNNCNDNVNYOKORSCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.