Alan Lindquist Location

Laguna Beach, CA, US

Alan Lindquist Work

  • 2016 - now  Managing Partner @ Golden Lion Securities
  • 2014 - 2016 Regional Vice President @ South Coast Wealth Management
  • 2011 - 2014 Financial Strategist @ Tax & Financial Group
  • 2003 - 2011 President @ World Food Services
  • 1999 - 2002 Financial Advisor-Insitutional Fixed Income Broker @ Morgan Stanley

Alan Lindquist Education

  • Arizona State University

    Bachelor of Science (BS) (Microbiology and Immunology)

  • Brophy/Xavier

  • Rockhurst University

    Bachelor of Science (BS) (Chemistry)

Alan Lindquist Skills

  • Alternative Investments
  • Estate Planning
  • Series 63
  • Financial Advisory
  • Buy/Sell Agreements
  • Professional Sports Financial Managment
  • Financial Planners
  • Fixed Annuities
  • Fixed Income
  • Insurance

Alan Lindquist Summary

Alan Lindquist, based in Laguna Beach, CA, US, is currently a Managing Partner at Golden Lion Securities. Alan Lindquist brings experience from previous roles at South Coast Wealth Management, Tax & Financial Group, World Food Services and Morgan Stanley. Alan Lindquist holds a Bachelor of Science (BS) in Microbiology and Immunology @ Arizona State University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Buy/Sell Agreements and more.

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