Lyndsey Anne Doro
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Cape Wealth Advisors LLCJan 2025 to now
- Lake Edge Wealth Advisors LLCJan 2025 to now
- Raymond James Financial Services Advisors, Inc.Aug 2023 to now
- Cape Financial GroupAug 2021 to now
- Raymond James Financial Services, Inc.Aug 2021 to now
- Daoist Traditions College of Chinese Medical ArtsJul 2020 to Aug 2021
- UnemployedFeb 2020 to Jul 2020
- Altres, Inc.Sep 2018 to Feb 2020
- Heartpath JourneysMay 2018 to Sep 2018
- Canyon Kitchen At Lonesome ValleyAug 2017 to May 2018
- Western Carolina UniversityMay 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7424503
- Firm CRD
- 149018