Lyndsey Doro (CRD# 7424503) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Green Bay, WI | Aug 2023 - Current | < 1 |
| Cape Financial Group | Green Bay, WI | Aug 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Green Bay, WI | Aug 2021 - Current | 2 |
| Daoist Traditions College Of Chinese Medical Arts | Asheville, NC | Jul 2020 - Aug 2021 | 1 |
| Unemployed | Asheville, NC | Feb 2020 - Jul 2020 | < 1 |
| Altres, Inc. | Kahului, HI | Sep 2018 - Feb 2020 | 1 |
| Heartpath Journeys | Makawao, HI | May 2018 - Sep 2018 | < 1 |
| Canyon Kitchen At Lonesome Valley | Cashiers, NC | Aug 2017 - May 2018 | < 1 |
| Western Carolina University | Cullowhee, NC | Aug 2017 - May 2018 | < 1 |
| Western Carolina University | Cullowhee, NC | May 2015 - May 2018 | 3 |
| Western Carolina University | Cullowhee, NC | Jan 2016 - Aug 2017 | 1 |
| Seven Lakes High School | Katy, TX | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- WI
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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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