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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorinda? Claim Your ProfileLorinda Ann Smith is a financial advisor at Raymond James & Associates, Inc. Lorinda has been in the industry since 1988 and has a wide range of experience. Lorinda provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. She is also a Series 7, 9, 10, 24, and 63 licensed professional. Prior to joining Raymond James, Lorinda worked at Stephens, Banc of America Investment Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and J.C. Bradford & Co. Lorinda is dedicated to providing her clients with the highest level of service and expertise.
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
12/12/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
01/05/2006 - 12/02/2011
STEPHENS (NASHVILLE TN)
MA
09/06/2005 - 01/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
AR
12/12/2002 - 09/07/2005
STEPHENS INC. (LITTLE ROCK AR)
IN
09/06/2002 - 01/10/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/06/2002 - 01/10/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AR
10/16/2000 - 03/06/2002
STEPHENS INC. (LITTLE ROCK AR)
NJ
08/14/2000 - 10/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/20/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
12/22/1987 - 01/15/1996
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
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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