Virginia Audrey Cooke Lind

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/1984 → Present
  Self Tommy Wolfe Currid Age
  Niceville, FL
• 11/1984 → Present
  Ohio National Life Ins
  Cinti, OH
• 03/2008 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2011 → Present
  Virginia Lind & Associates, Inc;
  Ft Walton Beach, FL
• 03/2008 → Present
  Bencor, Inc
  Ft. Walton Beach, FL
• 01/2015 → Present
  Us Employee Benefits Services Group Llc
  Ft. Walton Beach, FL

Previous Registrations

• 2004-04-14 → 2008-03-19
  Spc
  Ft Walton Beach, FL

Other Businesses

1)VIRGINIA LIND & ASSOCIATES, INC;8A BROOKS AVENUE FORTH WALTON BEACH START DATE: 7/1/2011; OWNER ; OWNER/AGENT; INSURANCE AGENT AND FINANCIAL SERVICES; 200HRS/MO/100HRS/TRADING; INVESTMENT RELATED. 2)LIND PROPERTIES; 8A BROOKS AVENUE FORTH WALTON BEACH ;START 2004; OWNER;: RENTAL PROPERTIES; 3/4HRS/MO. IR 3) FL RETIREMENT SOLUTIONS; PARTNER; START 5/2008; INSURANCE AND FINANCIAL SERVICES; FULL TIME; INVESTMENT RELATED. 4) BATES INSURANCE SCHOOL; 8A BROOKS AVE, FORT WALTON BEACH, FL, 32547L; START DATE 1/1/2011; TEACH FLORIDA LIFE AND HEALTH INSURANCE CE COURSES; 2 HOURS/MO; 2 HOURS/MO DURING TRADING NIR; 5)BENCOR, INC. / Daybright Financial; 8A BROOKS AVENUE FORT WALTON BEACH, FL 32547; AGENT; 3/17/2008; NATURE OF BUS: AN INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS; IR; APPROX. NO. OF HRS/MOS DEVOTED TO THIS BUS: 20; APPROX. NO. OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HOURS: 20: 6)US EMPLOYEE BENEFITS SERVICES GROUP, LLC; 8A BROOKS AVENUE FORT WALTON BEACH, FL 32547; AGENT; START DATE: 1/1/2015; NATURE OF BUS: UMBRELLA COMPANY FOR USRP BENEFITS GROUP - INSURANCE, BENEFITS ADMINISTRATION AND INVESTMENTS; IR; APPROX. NO HRS./MOS. DEVOTED TO THIS BUS: 0; APPROX. NO HRS. /MOS. DEVOTED TO THIS BUS DURING TRADING HRS.: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-23

Designations

• Chartered Financial Consultant

Other Names

• Gina Lind