LB
LB

Lindsay Bennear

11 Years of Experience
Johnstown, PA
Broker

Lindsay Bennear is a registered investment advisor, based in Johnstown, PA, with 11 years of industry experience.

Location

237 Johns Street, Suite 3, Johnstown, PA, 15901

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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 Activities

Lindsay works as a financial advisor/consultant at Carpenter Financial Services, Inc., providing financial planning, bookkeeping, CPA, tax preparation, payroll services, and marketing. Lindsay also provides accounting, bookkeeping, tax preparation, and payroll services for Samuel Carpenter, dedicating full-time hours to both activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
February 2016 - September 2025 · 9 yrs 7 mos
Avantax Investment Services, INC.Broker
September 2014 - September 2025 · 11 yrs
State Registrations1 state
PA
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.
Lindsay Bennear - Financial Advisor | TrueAdvisor