Lydia Ormsby (CRD# 6972677) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has 1 year of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Grass Valley, CA | Jun 2022 - Current | 1 |
Raymond James Financial Services, Inc. | Grass Valley, CA | Feb 2022 - Current | 2 |
Owens Estate And Wealth Strategies Group | Grass Valley, CA | Jul 2020 - Current | 3 |
Sierra Foothill Ast Mgt Inc Dba Owens Est&wealth Strategies Grp | Grass Valley, CA | Jun 2018 - Current | 5 |
Owens Capital Asset Mgt, Inc. Dba Owens Estate & Wealth | Grass Valley, CA | Jun 2018 - Jul 2020 | 2 |
Grass Valley Eyecare Optometric, Inc. | Grass Valley, CA | Jan 2013 - Jun 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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