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Burton Francis Williamson

Lindsey Financial, Inc.

Redlands, CA

Yucaipa, CA

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Current Employers
Lindsey Financial, Inc.

1980 Orange Tree Lane Suite 270, Redlands, CA 92374 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-12
TX RA APPROVED 2025-02-12
  • CA RA
    APPROVED
    Since 2025-02-12
  • TX RA
    APPROVED
    Since 2025-02-12

Branch Locations

1980 Orange Tree Lane Suite 270, Redlands, CA 92374 • United States

Yucaipa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planprep, Llc Riverside CT 06/2006 12/2024
Lindsey Financial, Inc. Redlands CA 01/2025 Present
Previous Registrations
  • 2024-01-02 → 2024-12-26
    Vancouver, WA
    Riverside, CT
  • 2006-03-22 → 2023-12-31
    Planprep Llc
    Riverside, CT
  • 2009-04-23 → 2009-07-31
    San Diego, CA
  • 2008-09-03 → 2008-09-11
    Torrey Capital, Inc.
    San Diego, CA
  • 2005-05-09 → 2006-06-29
    San Diego, CA
    San Diego, CA
  • 2002-04-26 → 2002-07-29
    Wells Fargo Investments, Llc
    Ventura, CA
Other Businesses

Burt Williamson sells life insurance, annuities and long term care insurance. These are all fixed products. Burton Williamson has been a published, self employed author since 07/10/2024. This business is conducted from 34212 Avenue H, Yucaipa, CA 92399. This is a non-investment related activity, and 0 hours per week are spent on this.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-06
S63 Uniform Securities Agent State Law Examination 1995-10-16
  • S65 Uniform Investment Adviser Law Examination
    2005-05-06
  • S63 Uniform Securities Agent State Law Examination
    1995-10-16
Designations

View on SEC IAPD

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