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Joseph Dean Lindley

Seia

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About Joseph Dean Lindley

Joseph Lindley is a registered representative with Seia. Joseph has been in the financial industry since 2018 and has worked for several firms, including OSAIC WEALTH, INC., LPL FINANCIAL LLC, EDWARD JONES, and Morgan Stanley. Joseph specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Joseph is registered with the state of California. Joseph's primary office is located at 2121 Avenue of the Stars, Suite 1600 in Los Angeles, California.

Firm Information

Joseph Lindley is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Lindley’s Registration & Firm History

CA

01/01/2025 - Present

Seia (LOS ANGELES CA)

CA

08/16/2021 - 08/23/2023

OSAIC WEALTH, INC. (LOS ANGELES CA)

CA

02/13/2020 - 08/27/2021

LPL FINANCIAL LLC (WOODLAND HILLS CA)

CA

08/16/2019 - 12/24/2019

EDWARD JONES (WESTLAKE VILLAGE CA)

OR

02/13/2018 - 08/06/2019

MORGAN STANLEY (BEND OR)

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Licenses & Designations

BOTH

Issued 03/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Dean Lindley.
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