Ellie Mckenzie Lien
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2024 to now
- Raymond James Financial Services, Inc.Sep 2023 to now
- AdvantisNov 2021 to Sep 2023
- LegalzoomSep 2020 to Oct 2021
- UnemployedMay 2020 to Sep 2020
- AnthropologieAug 2019 to Feb 2020
- GallagherMay 2018 to Aug 2018
- Wheaton CollegeAug 2016 to May 2020
- City of MedfordJun 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6993196
- Firm CRD
- 149018