LM
CFP
LM
CFP

Lynn Mcintire

28 Years of Experience
Irving, TX
Broker

Lynn Mcintire is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, TX, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

105 Decker Dr, Suite 450, Irving, TX, 75062

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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

Lynn is an employee of Cadent Capital, LLC, a support company. Lynn spends minimal time on this activity and it is not investment related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2010 - Present · 15 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
First Tennessee Advisory Services, INC.
July 2009 - April 2010 · 9 mos
First Tennessee Brokerage, INC.Broker
September 2002 - April 2010 · 7 yrs 7 mos
Ftb Advisors, INC.
September 2002 - April 2010 · 7 yrs 7 mos
Carter Advisory Services, INC
August 2000 - September 2002 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
July 1999 - September 2002 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - July 1999 · 1 yr 7 mos
State Registrations1 state
TX
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.
Lynn Mcintire - Financial Advisor | TrueAdvisor