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Harold Lynde

32 Years of Experience
Houston, TX
Broker

Harold Lynde is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 32 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

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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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

Harold is the Chairman of the Board for the Houston Furniture Bank, a non-profit organization, since 2006. He dedicates a few hours per week to overseeing board activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2012 - Present · 13 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2012 - Present · 13 yrs 9 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 1998 - March 2013 · 14 yrs 5 mos
Morgan Keegan & Company, INC.Broker
October 1998 - March 2013 · 14 yrs 5 mos
Suncoast Capital Markets, INC.Broker
February 1998 - October 1998 · 8 mos
Suncoast Capital Group, LTD.Broker
March 1997 - October 1998 · 1 yr 7 mos
Duncan-Williams, INC.Broker
October 1995 - March 1997 · 1 yr 5 mos
Oppenheimer & CO., INC.Broker
August 1995 - October 1995 · 2 mos
Meridian Securities, INC.Broker
August 1994 - August 1995 · 1 yr
Marcus, Stowell & Beye Government Securities, INC.Broker
April 1993 - August 1994 · 1 yr 4 mos
Marcus, Stowell & Beye, INC.Broker
April 1993 - August 1994 · 1 yr 4 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Harold Lynde - Financial Advisor | TrueAdvisor