LV
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Linda Vanpelt

38 Years of Experience
St. Petersburg, FL
Broker

Linda Vanpelt is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Linda owns LVP Designs, creating and marketing crafts at local markets and fairs since 2016. She dedicates a few hours per week to this unpaid, investment-related business.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2005 - Present · 21 yrs 7 mos
Raymond James & Associates, INC.
February 2005 - Present · 21 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2005 - Present · 21 yrs 7 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Wachovia Securities, LLC
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities Incorporated
January 1997 - July 2003 · 6 yrs 6 mos
Prudential Securities IncorporatedBroker
July 1990 - July 2003 · 13 yrs
Thomson Mckinnon Securities INC.Broker
September 1988 - September 1989 · 1 yr
Horizons International CorporationBroker
December 1987 - September 1988 · 9 mos
Hall Securities CorporationBroker
January 1985 - June 1986 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Linda Vanpelt - Financial Advisor | TrueAdvisor