Lynn Boland
Lynn Boland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Los Angeles, CA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
1901 Avenue of the Stars, 2nd Floor, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Lynn is the CEO of Boland Private Wealth Management, a support company, since November 2023. Lynn spends about 10-20% of their time managing wealth for clients through Raymond James.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations21 states
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.