Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Evans is a financial advisor at Raymond James & Associates, Inc., with over a decade of experience in the industry. Lindsay is a registered principal with Series 4, 9, 10, and 24 licenses, and holds a Series 66 license. Lindsay has a proven track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Lindsay has held previous positions at RAYMOND JAMES FINANCIAL SERVICES, INC., and CALTON & ASSOCIATES, INC. Lindsay is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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
01/13/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/07/2011 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
12/17/2008 - 02/09/2011
CALTON & ASSOCIATES, INC. (TAMPA FL)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2015
Series 4 - Registered Options Principal Examination
BC
Issued 07/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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