Colleen Lundy
Colleen Lundy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 34 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
Firm Size
IM Fee
Assets Under Management
Location
7450 E Pinnacle Peak Road, Scottsdale, AZ, 85255
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colleen owns rental real estate and is an agent writing non-variable life insurance business, dedicating minimal time to each. She is also an independent contractor for CB Investment Svcs, LLC and sole member of Lundy Investments PLLC, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
D.E. Frey & Company, INC.Broker
Yee, Desmond, Schroeder & Allen, INC.Broker
S. B. Cantor & CO., INC.Broker
Yaeger Securities, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations17 states
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