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John Allen Lindell

Schwab Wealth Advisory, Inc.

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About John Allen Lindell

John Lindell is an investment advisor representative, registered with the state of Florida and Texas, currently employed with Schwab Wealth Advisory, Inc. John has been in the industry for over 7 years, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. John holds the Series 66, Series 7 and SIE licenses. John is a registered investment advisor with specializations in Portfolio management for individuals, Portfolio management for businesses, and Financial planning. John's primary business location is Orlando, FL where John has been registered with Schwab Wealth Advisory, Inc. since 2021.

Firm Information

John Lindell is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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John Lindell’s Registration & Firm History

FL

07/01/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

TX

06/30/2014 - 05/21/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)

NV

08/29/2013 - 12/17/2013

MORGAN STANLEY (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 09/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Allen Lindell.
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