Lindsey
James-West
Planmember Securities Corporation
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About this Advisor
Lindsey James-West is a financial advisor based in Houston, Texas, working with Planmember Securities Corporation. Lindsey has previously held positions at Planmember Securities Corporation and Lkj Financial. Lindsey has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lindsey is part of Planmember Securities Corporation, which operates out of Houston, Texas. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lindsey James-West Work History
Planmember Securities Corporation
Lkj Financial
Disclosures
Please visit the SEC profile of Lindsey James-West 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 Planmember Securities Corporation
Carpinteria, CA
Oviedo, FL
Carpinteria, CA
Houston, TX
Akron, OH
Carpinteria, CA
Carpinteria, CA
Irvington, NY
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