LS
LS

Lynda Schultz

29 Years of Experience
Las Vegas, NV
Broker

Lynda Schultz is a registered investment advisor at Raymond James & Associates, INC., based in Las Vegas, NV, with 29 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

10801 W. Charleston Blvd, Suite 120, Las Vegas, NV, 89135

Get directions

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.

Learn about disclosures →
Other Business Activities

Lynda is an officer (Treasurer and Secretary) of Arsilica, Inc., an online glassware distributor, since 2011. She spends a few hours per week on this activity, taking minutes at corporate meetings.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan Stanley
November 2012 - August 2024 · 11 yrs 9 mos
Morgan StanleyBroker
November 2012 - August 2024 · 11 yrs 9 mos
Legend Advisory CORP
January 2008 - November 2012 · 4 yrs 10 mos
Legend Equities CorporationBroker
December 2007 - November 2012 · 4 yrs 11 mos
Summit Financial Group INC
August 2005 - December 2007 · 2 yrs 4 mos
Summit Brokerage Services, INC.Broker
February 2005 - December 2007 · 2 yrs 10 mos
RBC Dain Rauscher INC.Broker
December 1999 - February 2005 · 5 yrs 2 mos
Edward JonesBroker
October 1996 - November 1999 · 3 yrs 1 mo
State Registrations18 states
ARAZCACOHIIDILMAMDMIMSNCNMNVNYSCTXWA
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.
Lynda Schultz - Financial Advisor | TrueAdvisor