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Christopher B. Lindsay

CBL WEALTH MANAGEMENT
Hesperia, CA
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CRD#: 5014987
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Professional summary


Christopher Blair Lindsay, who also goes by Chris Lindsay, Christopher Blair Lindsay Mr, is a registered financial advisor currently at CBL WEALTH MANAGEMENT located in Hesperia, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Lindsay | Christopher Blair Lindsay Mr

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 Christopher Blair Lindsay'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®
None

Experience


Current

October 9, 2017 - Present

CBL WEALTH MANAGEMENT

Office #2: 18564 Us Highway 18 Suite 205 Unit B1, Apple Valley, CA 92307
RIA
CRD#: 289564
Hesperia, CA
Past

September 15, 2010 - October 18, 2017

STARFOX FINANCIAL SERVICES, LLC

RIA
CRD#: 142758
THE WOODLANDS, TX
Past

August 28, 2006 - September 9, 2010

EDWARD JONES

RIA
CRD#: 250
HESPERIA, CA
Past

August 28, 2006 - September 9, 2010

EDWARD JONES

BD
CRD#: 250
HESPERIA, CA
Past

October 14, 2005 - September 1, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
VICTORVILLE, CA
Past

September 8, 2005 - September 1, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
VICTORVILLE, CA

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
(10/9/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 9/22/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


CW
CBL WEALTH MANAGEMENT
CBL WEALTH MANAGEMENT | LINDSAY, CHRISTOPHER BLAIR

CRD#: 289564 / SEC#:

California
Registered Investment Advisory firm - (10/9/2017 Approved)
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Contact information


Main Address
18564 Us Highway 18 Suite 205 Unit B1, Apple Valley, CA 92307
Mailing Address
Phone number
(760) 214-9146
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts137
AUM (Assets Under Management)$ 39,478,168

Red Flags


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

Company Information


CBL WEALTH MANAGEMENT

CRD#: 289564Hesperia, CA

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