Letitia Wold
Letitia Wold is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 25 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
621 Lakeview Rd, Suite B, Clearwater, FL, 33756
Get directionsHistory
Regulatory History
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
Letitia is the President and Founder of Belleair Wealth Strategies, dedicating minimal time to this role. She also serves on the Advisory Board for Clearwater Yacht Club, spending a few hours per week overseeing capital assets and providing advice.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
Raymond James & Associates, INC.Broker
State Registrations10 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.