LD
LD

Linda Davis

40 Years of Experience
Saint Charles, IL
Broker

Linda Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Charles, IL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

204 E. Illinois Ave, Saint Charles, IL, 60174

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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 is a partner in a rental real estate business since 2005. She spends minimal time processing rent checks related to an RJ account.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 1993 - Present · 32 yrs 9 mos
Raymond James Financial Services, INC.
August 1993 - Present · 32 yrs 9 mos
Previous Registrations
Raymond James Financial Services
April 2007 - January 2009 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
August 1989 - August 1993 · 4 yrs
Thomson Mckinnon Securities INC.Broker
June 1985 - August 1989 · 4 yrs 2 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.