Lynne Whitehead is a registered investment advisor, based in St. Petersburg, FL, with 22 years of industry experience.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
November 2015 - Present · 10 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
June 2007 - November 2015 · 8 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
April 2007 - November 2015 · 8 yrs 7 mos
Princor Financial Services CorporationBroker
October 2003 - March 2007 · 3 yrs 5 mos
State Registrations1 state
FL
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.