Khallada Lynette Simpson
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2023 to now
- Raymond James Financial ServiceOct 2023 to now
- Amazon.com Services LLCJul 2023 to now
- LyftDec 2021 to now
- Uber Technologies, IncOct 2019 to now
- Aflac Insurance CompanyNov 2022 to Jul 2023
- Equitable Advisors LLCSep 2021 to Jun 2022
- GrubhubMar 2020 to Dec 2021
- Aerotek FlextronicsOct 2019 to Mar 2020
- UnemployedOct 2018 to Oct 2019
- MML Distributors, LLCMay 2015 to Oct 2018
- Massachusetts Mutual Life Insurance CompanyApr 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6485390
- Firm CRD
- 149018