Lynette Ancona
Lynette Ancona is a registered investment advisor at Raymond James & Associates, INC., based in Winter Park, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
631 W Morse Blvd, Suite 125, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lynette is the owner of Down Home Enterprises, LLC since 2011. She spends minimal time on business ownership and rental real estate activities related to this LLC.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 states
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