Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn McIntire is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Lynn has over 20 years of experience in the financial services industry. Lynn is a Certified Financial Planner and holds FINRA Series 7, 24, and 66 licenses. Lynn has experience working with individual investors, corporations, and retirement plans. Lynn also has experience with insurance companies, charitable organizations, and banking institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/25/2010 - Present
Raymond James Financial Services Advisors, Inc. (Irving TX)
TX
09/11/2002 - 04/15/2010
FIRST TENNESSEE BROKERAGE, INC. (IRVING TX)
FL
07/02/1999 - 09/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
12/10/1997 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/31/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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