Joshua R. Lindsey

MONEY STRATEGIES

REDLANDS, CA 92374

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CRD#: 4467256

Professional summary

Joshua Ray Lindsey, CFP®, who also goes by Joshua R Lindsey, is a registered financial advisor currently at MONEY STRATEGIES, INC. located in Redlands, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joshua has worked at 5 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua R Lindsey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ray Lindsey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 4, 2020 - Present

MONEY STRATEGIES, INC.

Office #1: 10775 King St., Redlands, CA 92374

RIA

CRD#: 310763

REDLANDS, CA

Past

July 16, 2018 - November 25, 2020

LINDSEY FINANCIAL, INC.

RIA

CRD#: 291971

REDLANDS, CA

Past

January 13, 2009 - September 23, 2018

LINDSEY FINANCIAL, INC.

RIA

CRD#: 147291

REDLANDS, CA

Past

March 22, 2007 - October 15, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

REDLANDS, CA

Past

December 6, 2004 - March 23, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

March 7, 2002 - October 9, 2002

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/4/2020)

IAR

Texas
(11/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 3/6/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MONEY STRATEGIES, INC.

CRD#: 310763 / SEC#:

California

Registered Investment Advisory firm - (11/4/2020 Approved)

Texas

Registered Investment Advisory firm - (10/2/2020 Conditional Restricted)

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Contact information

Main Address

10775 King St., Redlands, CA 92374

Mailing Address

Phone number

(909) 335-6810

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua R. Lindsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ray Lindsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY STRATEGIES, INC.

LINDSEY FINANCIAL, INC.

LINDSEY FINANCIAL, INC.

NYLIFE SECURITIES LLC

OSAIC FS, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 3/6/2002

Current Firm

MONEY STRATEGIES, INC.

Contact information

Documents

Red Flags

Company Information

MONEY STRATEGIES, INC.

TRUST BUT VERIFY

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