Virginia Lind, financial advisor Fort Walton Beach FL

Virginia Lind

CRD Number: 1342387
Current Firm: Planmember Securities Corporation

Virginia Lind (CRD# 1342387) is an Investment Advisor Representative working at Planmember Securities Corporation in Fort Walton Beach, FL and has over 26 years of experience in the finance industry.

Similar Advisors
Michael Bedsole, financial advisor Fort Walton Beach FL
Michael G. Bedsole
CRD# 2630833
Raymond James & Associates, Inc.
Similar Advisors
Janice Bennett, financial advisor Fort Walton Beach FL
Janice D. Bennett
CRD# 1129757
Primerica Advisors
Similar Advisors
Christopher Blaszyk, financial advisor Fort Walton Beach FL
Christopher R. Blaszyk
CRD# 2162955
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Us Employee Benefits Services Group LLC Ft. Walton Beach, FL Jan 2015 - Current 9
Virginia Lind & Associates, Inc; Ft Walton Beach, FL Jul 2011 - Current 12
Planmember Securities Corporation Carpinteria, CA Mar 2008 - Current 16
Bencor, Inc. Ft. Walton Beach, FL Mar 2008 - Current 16
Ohio National Life Ins Cinti, OH Nov 1984 - Current 39
Self Tommy Wolfe Currid Age Niceville, FL Oct 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
Contact Info for Virginia A. Lind
Phone Number: 805-684-1199
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    8,276
    MILLIONS
  • Total Number of Accounts
    69,347
    ACCOUNTS
  • Average Account Value
    $119,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.