Lynn SullivanCRD Number: 7095038
Current Firm: Raymond James (usa) Ltd
Lynn Sullivan (CRD# 7095038) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, and has over 3 years of experience in the finance industry.
|Raymond James (usa) Ltd.||Montreal, Quebec,||Apr 2019 - Current||3|
|Raymond James Ltd.||Montreal, Quebec,||Oct 2016 - Current||6|
|Macdougall, Macdougall & Mactier||Montreal, Quebec,||Jul 2011 - Oct 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management902MILLIONS
Total Number of Accounts2,469ACCOUNTS
Average Account Value$365,323
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WY
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