LM
LM
Lonnie May
40 Years of Experience
Port Charlotte, FL
2 DisclosuresBroker
Lonnie May is a registered investment advisor at Raymond James & Associates, INC., based in Port Charlotte, FL, 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 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
Port Charlotte, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2009Settled
Customer Dispute
February 1996Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - February 2013 · 8 yrs 11 mos
Morgan Keegan & Company, INC.Broker
May 2003 - February 2013 · 9 yrs 9 mos
UBS Painewebber INC.Broker
August 2000 - May 2003 · 2 yrs 9 mos
J.C. Bradford & CO.Broker
September 1989 - August 2000 · 10 yrs 11 mos
The Ohio CompanyBroker
April 1986 - September 1989 · 3 yrs 5 mos
First Investors CorporationBroker
May 1985 - February 1986 · 9 mos
State Registrations15 states
AZCACOFLGAIDINKYNMOHSCTNTXVAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.