RL
RL
Rodney Lineberry
36 Years of Experience
Charlotte, NC
1 DisclosureBroker
Rodney Lineberry is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 36 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
6805 Carnegie Blvd, Suite 350, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2003Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - September 2015 · 2 yrs 8 mos
Bb&t Securities, LLC
January 2013 - September 2015 · 2 yrs 8 mos
Scott & Stringfellow, LLC
April 2012 - January 2013 · 9 mos
Scott & Stringfellow, LLCBroker
April 2012 - January 2013 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1992 - July 1993 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
December 1989 - March 1992 · 2 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.