Lindsey Jo Borgese
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCOct 2026 to now
- Contour Capital Holdings, LLCOct 2025 to now
- Contour Wealth Management LLCJan 2020 to now
- Cetera Investment Advisers LLCMar 2024 to Oct 2026
- Cetera Advisors LLCOct 2017 to Oct 2026
- National Planning CorporationFeb 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3231432
- Firm CRD
- 6413