Lindsey Ann Wilson
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2024 to now
- Raymond James Financial Services, Inc.Jul 2017 to now
- Sagespring Wealth PartnersNov 2022 to Jun 2024
- Hart Wealth TeamDec 2021 to Jun 2024
- Southwestern Investment GroupApr 2021 to Nov 2022
- Southwestern Investment Advisory ServicesSep 2018 to Nov 2022
- Delaney Irish PubApr 2018 to May 2019
- Manring & Farrell LawJan 2017 to Jun 2017
- Quatman LawFeb 2016 to Dec 2016
- Raymond James Financial Services, Inc.Oct 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5982432
- Firm CRD
- 149018