Unclaimed Profile

Patricia Jean Posada

LINDNER CAPITAL ADVISORS, INC.·MARIETTA, Georgia

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record23 years registeredLINDNER CAPITAL ADVISORS, INC.

600 VILLAGE TRACE, MARIETTA, GA 30067CRD# 1597807Firm CRD# 108584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Jean Posada · MARIETTA, GA

Registration

CRD #1597807 · LINDNER CAPITAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

May 2024 – present

OSAIC WEALTH, INC.

Sep 2023 – May 2024

CARLSBAD, CA

SAGEPOINT FINANCIAL, INC.

Oct 2016 – Sep 2023

CARLSBAD, CA

LINDNER CAPITAL ADVISORS, INC.

Sep 2012 – Oct 2016

MARIETTA, GA

INVESTMENT ADVISORS INTERNATIONAL, INC.

May 2007 – Sep 2010

DULUTH, GA

STILLPOINT WEALTH MANAGEMENT, LLC

Oct 2005 – Oct 2006

ATLANTA, GA

RESOURCE HORIZONS GROUP, L.L.C.

Mar 2005 – Mar 2005

MARIETTA, GA

LINDNER CAPITAL ADVISORS, INC.

May 2003 – May 2006

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 19, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINDNER CAPITAL ADVISORS, INC.

CRD 108584 · SEC 801-54866

AUM

$147M

Regulatory assets under management

Employees

590 client accounts

Services offered by LINDNER CAPITAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at LINDNER CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Patricia Jean Posada offer?

Patricia Jean Posada specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARIETTA, Georgia for a consultation.

What are Patricia Jean Posada's credentials?

Patricia Jean Posada is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Jean Posada located?

Patricia Jean Posada is based in MARIETTA, Georgia, working with LINDNER CAPITAL ADVISORS, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Patricia Jean Posada charge for services?

Patricia Jean Posada's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINDNER CAPITAL ADVISORS, INC.?

LINDNER CAPITAL ADVISORS, INC. has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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