Lindsay
Johnson
Osaic Institutions, Inc
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About this Advisor
Lindsay Johnson is a financial advisor based in Muncy, Pennsylvania, working with Osaic Institutions, Inc. Lindsay has previously held positions at Carmax, Bath And Body Works, Infinex Investments, Inc, and Catherine Burns Insurance. Lindsay has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Lindsay is part of Osaic Institutions, Inc, which operates out of Muncy, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lindsay Johnson Work History
Catherine Burns Insurance
Infinex Investments, Inc
Carmax
Bath And Body Works
Disclosures
Please visit the SEC profile of Lindsay Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
Hyannis, MA
Muncy, PA
South Windsor, CT
Cornelius, NC
Centerville, MA
Minneapolis, MN
Canton, MA
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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