Lindsay Heyman, financial advisor Dallas TX

Lindsay Heyman

CRD Number: 6740521
Current Firm: Raymond James Financial Services Advisors, Inc.

Lindsay Heyman (CRD# 6740521) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hout Dallas, TX Feb 2021 - Current < 1
Raymond James Financial Services Advisors, Inc. Dallas, TX Feb 2019 - Current 2
Raymond James Financial Services, Inc. Dallas, TX Feb 2019 - Current 2
Ubs Dallas, TX Sep 2017 - Feb 2019 1
Unemployed Tx, TX May 2017 - Sep 2017 < 1
Ubs Financial Services Dallas, TX Jan 2017 - May 2017 < 1
Southern Methodist University Dallas, TX Aug 2013 - May 2017 3
Willis Towers Watson Addison, TX Jun 2016 - Aug 2016 < 1
Student Tx, TX Jan 2007 - Jun 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Lindsay B. Heyman
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, WY

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