Lindsey Hansen, financial advisor Palm Beach Gardens FL

Lindsey Hansen

CRD Number: 2399126
Current Firm: Raymond James Financial Services Advisors, Inc.

Lindsey Hansen (CRD# 2399126) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Beach Gardens, FL and has over 30 years of experience in the finance industry. Lindsey Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Acadium Financial Partners, LLC Palm Beach Gardens, FL May 2019 - Current 4
Raymond James Financial Services, Inc. Palm Beach Gardens, FL May 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Palm Beach Gardens, FL May 2019 - Current 4
Suntrust Investment Services, Inc. Port St Lucie, FL Oct 2006 - Current 17
Suntrust Advisory Services Atlanta, GA Sep 2016 - May 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Lindsey R. Hansen
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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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