Carrie Lind, financial advisor Chicago IL
90 score

Carrie Lind

CRD Number: 5920327
Current Firm: Raymond James & Associates, Inc.

Carrie Lind (CRD# 5920327) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Chicago, IL Sep 2015 - Current 1
Stifel Nicolaus & Co Inc. Chicago, IL Nov 2014 - Sep 2015 < 1
Metlife Securities Buffalo Grove, IL May 2011 - Nov 2014 3
University Of Iowa Iowa City, IA Aug 2010 - May 2011 < 1
University Of Iowa Iowa City, IA Aug 2007 - May 2011 3
Royal Melbourne Country Club Long Grove, IL May 2008 - Aug 2010 2
Iowa Gymnist Coralville, IA Sep 2009 - May 2010 < 1
Victoria's Secret Coralville, IA Sep 2008 - Nov 2008 < 1
Ultra Foods Hanover Park, IL Jun 2007 - Aug 2008 1
Remax Deer Park, IL Mar 2007 - Jun 2007 < 1
Lake Zurich High School Lake Zurich, IL Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Carrie Lind
Phone Number: 727-567-1000
Registered State(s):
  • IL
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
90
Clean Record
This advisor has a clean track record with regulators.

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