Gina Lindsey
Gina Lindsey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Voorhees, NJ
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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
Gina operates under the DBA Lindsey Planning Group for her LPL business, dedicating about a quarter of her time to it. She also works with Cedar Risk selling life, disability, and LTC insurance, and runs a lifestyle blog called moxienmore.com, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
State Registrations8 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.