LC
LC
Lynne Calvert
31 Years of Experience
Chehalis, WA
1 DisclosureBroker
Lynne Calvert is a registered investment advisor at Raymond James & Associates, INC., based in Chehalis, WA, with 31 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
Loading...
Location
318 NW Chehalis Avenue, Chehalis, WA, 98532
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2006Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2014 - Present · 12 yrs 2 mos
Raymond James & Associates, INC.
July 2014 - Present · 12 yrs 2 mos
Raymond James & Associates, INC.Broker
July 2014 - Present · 12 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley
June 2009 - July 2014 · 5 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Morgan Stanley
February 2002 - February 2006 · 4 yrs
Morgan Stanley Dw INC.Broker
January 1995 - February 2006 · 11 yrs 1 mo
State Registrations26 states
AKAZCACOFLGAHIIDILKSKYMDMOMTNCNMNVOHORSDTXUTVAWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.