JL
CFP
JL
CFP

Joshua Lindsey

17 Years of Experience
Redlands, CA

Joshua Lindsey is a CFP-designated registered investment advisor at Money Strategies, INC., based in Redlands, CA, with 17 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10775 King St., Redlands, CA, 92374

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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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Employment History
Current Registrations
Money Strategies, INC.
November 2020 - Present · 5 yrs 5 mos
Previous Registrations
Lindsey Financial, INC.
July 2018 - November 2020 · 2 yrs 4 mos
Lindsey Financial, INC.
January 2009 - September 2018 · 9 yrs 8 mos
State Registrations2 states
CATX
Advisor

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.
Joshua Lindsey - Financial Advisor | TrueAdvisor