Dow Lindholm is a registered investment advisor, based in Greenville, PA, with 21 years of industry experience.
Location
166 Main Street, Greenville, PA, 16125
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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
Dow receives compensation for referrals to First National Bank Trust Department and is involved with Grace Chapel Community Church, Brockfield Youth Baseball & Softball, and Greenville Municipal Airport. Dow also sells fixed life insurance outside of Cetera.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
The Huntington Investment Company
The Huntington Investment CompanyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Pruco Securities, LLC.Broker
State Registrations11 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.