Unclaimed
Linda Darlene Lacy is a financial advisor at Raymond James & Associates, Inc. Linda has been in the industry since May 14, 2012 and is registered with FINRA. Linda holds the Series 99 and SIE licenses. She is also registered with the firm in Florida. Linda's areas of specialization include investment advisory, retirement planning and insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/15/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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