Lynn Muriel Sullivan
Investment adviser representative at Raymond James (USA) Ltd
10 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
Are you Lynn Muriel Sullivan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Raymond James (USA) Ltd.Apr 2019 to now
- Raymond James Ltd.Oct 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 7095038
- Firm CRD
- 25853