Gina Marie Lindsey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 10/2018
  Foresters Equity Services, Inc
  Voorhees, CA
• 10/2018 → Present
  Lpl Financial Llc
  Voorhees, NJ

Previous Registrations

• 2012-03-23 → 2018-10-24
  Foresters Equity Services, Inc.
  Voorhees, NJ
  Marlton, NJ
• 2007-07-19 → 2012-02-14
  Pruco Securities, Llc.
  Cranbury, NJ

Other Businesses

1. 10/24/2018 - Lindsey Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2012 - 40 Hours Per Month During Securities Trading - Time Spent 94%. 2. 10/24/2018 - Cedar Risk - Non-Variable Insurance - Investment Related - 349 State Highway 31, Suite 401 Flemington, NJ 08822 - Non-Variable Insurance - Started 2/01/2012 - Life, disability and LTC insurance. 3. 12/8/2020 - No Business Name - Not Investment Related - Home Based - Other-Lifestyle Blog - Started 11/17/2020 - 1 Hour Per Month/0 Hours During Securities Trading - http://moxienmore.com is a lifestyle blog created for women to create a community of like minded women to inspire one another with blog entries and tips/strategies on wellness, nutrition, parenting, etc. - Contributing from home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-27
• S63 Uniform Securities Agent State Law Examination
  2002-03-28

Designations

• Certified Financial Planner

Other Names

• Gina Marie Costantino