Lindsey & Lindsey Wealth Management Revenue
Financial Services • 
Thousand Oaks, California, United States • 1-10 Employees
Lindsey & Lindsey Wealth Management revenue & valuation
| Annual revenue | $5,127,392 |
| Revenue per employee | $855,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,500,000 |
| Total funding | No funding |
Key Contact at Lindsey & Lindsey Wealth Management
Christina Lindsey Orta
President/Owner - Financial Advisor
Company overview
| Headquarters | 4195 E. Thousand Oaks Blvd., Suite 125, Westlake Village, California 91362, US |
| Phone number | +18053303700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisory, Financial Services, Asset Protection, Wealth Management, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Investment Management, Tax-Reduction Strategies |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Lindsey & Lindsey Wealth Management Email Formats
Lindsey & Lindsey Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@lindseyandlindsey.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lindseyandlindsey.com | 57.1% |
{first name} | john@lindseyandlindsey.com | 42.9% |
About Lindsey & Lindsey Wealth Management
At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals. We know reaching your short and long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. We know that. That's where we come in. Understanding your goals and objectives is the cornerstone to tailoring our services to meet your needs - creating a customized solution that's right for you. We're trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track. DISCLOSURE: Securities Offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Christina Orta, Alissa Kroeger, and Shannon Beahan. Financial Advisor. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Lindsey & Lindsey Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lindsey & Lindsey Wealth Management has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Lindsey & Lindsey Wealth Management has never raised funding before.
Lindsey & Lindsey Wealth Management Tech Stack
Discover the technologies and tools that power Lindsey & Lindsey Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Security
Analytics
JavaScript libraries
Maps
WordPress themes
Page builders
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
United Kingdom
Spain
Pakistan
Frequently asked questions
4.8
40,000 users
