Lindsey DealCRD Number: 5975836
Current Firm: Raymond James & Associates, Inc.
Lindsey Deal (CRD# 5975836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tuscaloosa, AL and has over 6 years of experience in the finance industry.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
Raymond James & Associates, Inc.
|Raymond James & Associates, Inc.||Tuscaloosa, AL||Feb 2013 - Current||5|
|Morgan Keegan & Company, Inc.||Tuscaloosa, AL||Dec 2009 - Feb 2013||3|
|University Of Alabama||Tuscaloosa, AL||Aug 2002 - Dec 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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