4195 E Thousand Oaks Blvd Ste 125, Westlake Village, CA, 91362
Get directionsNo 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 →Alissa is an independent insurance agent for various independent insurance companies through Lindsey and Lindsey Wealth Management, dedicating a few hours per week. She is also a notary public and an investment advisor representative with Cooper McManus, spending full-time hours in that role.