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CFP
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CFP

Gina Lindsey

LPL Financial LLC
24 Years of Experience
Voorhees, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gina Lindsey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 24 years of industry experience. Gina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Voorhees, NJ

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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

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
October 2018 - Present · 8 yrs
LPL Financial LLCBroker
October 2018 - Present · 8 yrs
Previous Registrations
Foresters Equity Services, INC.
November 2016 - October 2018 · 1 yr 11 mos
Foresters Equity Services, INC.Broker
March 2012 - October 2018 · 6 yrs 7 mos
Foresters Equity Services, INC.
March 2012 - December 2012 · 9 mos
Prudential Financial Planning Services
July 2007 - February 2012 · 4 yrs 7 mos
Pruco Securities, LLC.Broker
June 2007 - February 2012 · 4 yrs 8 mos
MML Investors Services, INC.Broker
January 2007 - June 2007 · 5 mos
Park Avenue Securities LLCBroker
September 2001 - January 2007 · 5 yrs 4 mos
State Registrations8 states
COFLNCNJNYPASCVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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