Rodney Lineberry, financial advisor Charlotte NC
83 score

Rodney Lineberry

CRD Number: 1967453
Current Firm: Raymond James & Associates, Inc.

Rodney Lineberry (CRD# 1967453) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Charlotte, NC Sep 2015 - Current 1
Bb&t Securities, LLC Sumter, SC Jan 2013 - Sep 2015 2
Scott & Stringfellow Charlotte, NC Apr 2012 - Jan 2013 < 1
Morgan Stanley Smith Barney Virginia Beach, VA Jun 2009 - Jan 2012 2
Citigroup Global Markets Inc. Virginia Beach, VA Jul 1993 - Jan 2012 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination May 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Rodney B. Lineberry
Phone Number: 727-567-1000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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