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July 20, 2016  John C. Lindsey and Christina Lindsey Orta of Lindsey and Lindsey Wealth Management were awarded the Shooting Star Award for 2016 by Securities America.


July 6, 2016  Christina Lindsey Orta, of Lindsey and Lindsey Wealth Management is quoted in "Paying for publicity: Is it worth the cost?" in FinancialPlanning magazine.

June 9, 2016  Christina Lindsey Orta is quoted in an article, "What to Consider If You May Depend on Medicaid for Nursing Care," in US News & World Report.

May 12, 2016 John C. Lindsey of Lindsey and Lindsey Wealth Management is quoted in this article, How to Use Self-Employment to Cut Your Taxes in Retirement, in US News & World Report.

April 14, 2016 John C. Lindsey, of Lindsey and Lindsey Wealth Management in Westlake Village, Calif. attended Securities America's 2016 Masters Forum March 10-13, 2016, at The Cloister at Sea Island, Ga.


April 5, 2016 John Lindsey quoted in Obama’s Conflict-Of-Interest Rule Could Rattle Edward Jones, An Investment Giant.

March 28, 2016 John Lindsey quoted in “Fines Triple As FINRA Focuses On Suitability.”

February 10, 2016 John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, attended two educational conferences back-to-back in Laguna Nigel, Calif. from November 2-5: Securities America's NextPhase™ Conference and Managed Money Conference.

January 27, 2016 John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, has been named to the 2016 Advisory Council of Securities America Inc.

January 27, 2016 Securities America, Inc. Names John Lindsey to Advisory Council

1-25-16 Christina Lindsey Orta of Lindsey and Lindsey Wealth Management is quoted in Millennials Are Wary of Debt, Unthinkably Optimistic About the Future

November 29, 2015 Not having open conversations with your children about money and financial matters is one of the biggest mistakes parents can make, said John Lindsey, who has three grown children.

November 3, 2015 Lindsey and Lindsey Financial Services Professionals Hold Special Client Event to Address Market Conditions.

October 13, 2015 With the astronomical costs of childcare across the country, advisor and mom-to-be Christina Lindsey Orta suggests savings for childcare, even before baby is born.

September 19, 2015 – John Lindsey offers wise counsel about how to save in this piece on “Retirement Fund or Emergency Fund: Which Do I Save for First?”

April 17, 2015 – While people should maintain about a six-month emergency fund, John Lindsey said the reality is most Americans barely have enough savings for two to three weeks.

 April 15, 2015 – John C. Lindsey, founder and CEO of Westlake Village-based Lindsey and Lindsey Wealth Management, attended Securities America's 2015 Masters Forum, March 11-14, 2015 at the Pelican Hill Resort in Newport Beach, Calif.

March 11, 2015 – Profile of John Lindsey on going independent and building a father-daughter team in the face of non-compete litigation from his longtime firm, Edward Jones.



March 10, 2015 – John Lindsey says that the benefits far outweigh the drawbacks of rolling over your 401(k) to your new employer.


March 6, 2015 – It’s a lot easier if you have one person in the household that has good credit, as opposed to both people in the household with bad credit, said John Lindsey, of paying off your spouse’s debt.

March 2, 2015 – Emotions should not dictate Investment Choices. John Lindsey couldn't agree more. (A nice profile of Lindsey & Lindsey, scroll to page 42-43).

December 31, 2014 – John Lindsey makes a New Years’ Resolution to have a bigger staff to grow his practice by 25% and maintain the same level of service for his clients.

December 24, 2014 – John Lindsey was a panelist in a financial services industry webinar on why financial advisors who are working in a wirehouse should consider going independent like he did.

November 25, 2014 – Top financial advisors know that working at their productive best is essential is they are to build and maintain momentum. John Lindsey shares how he stays sharp.

November 12, 2014 – John Lindsey talks about why he left Edward Jones and their "borderline toxic culture".

August 4, 2014 – ThinkAdvisor’s Janet Laveaux reports on Christina Lindsey Orta joining Lindsey & Lindsey as part of a trend of wealth firms adding independent and wirehouse reps to their staff.

July 31, 2014 – ThinkAdvisor announces that Christina Lindsey Orta has joined Lindsey & Lindsey as Vice President.

July 29, 2014 – Local Financial Advisory Firm Welcomes Christina Lindsey Orta


May 2014, 2014 – Wealth Professional magazine’s Maggie Crowley profiled John Lindsey and his successful transition to becoming an independent financial advisor.   

April 9, 2014, 2014 – Million Dollar Producer John Lindsey Attends Securities America Masters Forum 

April 2012, 2014 – Financial Planning’s Anne Marsh reports on John Lindsey’s decision to leave Edward Jones, where he was a top producer, to become an independent financial advisor.

February 21, 2014 – John Lindsey is featured in Week’s Best Quotes in OnWallStreet slideshow: “If You Do No Wrong, Don't Be Bullied.”