Lindsey & Lindsey Wealth Management Management Team
Contact top employees from
Lindsey & Lindsey Wealth Management
Summary
Lindsey & Lindsey Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Westlake Village, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Lindsey & Lindsey Wealth Management varies between 5.0M and 25M. To connect with Lindsey & Lindsey Wealth Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Services, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, Asset Protection, Tax-Reduction Strategies, Life Insurance, Financial Advisory
SIC Code
7380
DMA Code
Los Angeles Metropolitan Area
Founded
2012
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Lindsey & Lindsey Wealth Management shows a diverse range of experience levels:
15% have been with the company for less than 1 year15% for 3–4 years8% for 5–7 years23% for 8–10 years38% have over 11 years of service at Lindsey & Lindsey Wealth ManagementContact top employees from
Lindsey & Lindsey Wealth Management
Alissa Kroeger
Partner and Financial Advisor
Shannon Beahan
Partner | COO | Financial Advisor
Christina Lindsey Orta CFP®
President/Owner - Financial Advisor
John Lindsey
Chairman & Founder
Devonney Thurman
Manager of operations and client service
Angela Wyckoff
Client Service Specialist II
Shannan Turpin
Office Manager
