John Lindsey
Investment adviser representative at Wedbush Securities Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$6.7BFirm assets
Are you John Lindsey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wedbush Securities Inc.Feb 2023 to now
- UnemployedSep 2022 to Jan 2023
- Rand AdvisorsJun 2019 to Aug 2022
- Full-time EducationDec 2018 to May 2019
- Sixty HotelsMar 2018 to Sep 2018
- ThaliaOct 2017 to Mar 2018
- Hilton HotelsMay 2017 to Oct 2017
- UnemployedJul 2015 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 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
- 7706109
- Firm CRD
- 877