Linda Fulgenzi
Linda Fulgenzi is a registered investment advisor at Raymond James & Associates, INC., based in Honolulu, HI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1003 Bishop Street, Suite 1500, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2018Customer Dispute
April 2008Customer Dispute
August 2003Other Business Activities
Linda is a committee member of the Tucson Botanical Gardens Endowment Investment Committee since 2020, reviewing and recommending investments for board approval. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.