LM
CFP
LM
CFP

Linda Migliazzo

22 Years of Experience
Leawood, KS
Broker

Linda Migliazzo is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

11551 Ash Street, Suite 250, Leawood, KS, 66211

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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

Linda is a partner and owner of JLPI Properties Inc., a rental real estate business, since 2021. She dedicates minimal time to bookkeeping and administrative tasks.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Personal Financial Group
December 2018 - June 2019 · 6 mos
LPL Financial LLC
March 2018 - September 2024 · 6 yrs 6 mos
Personal Financial Group
February 2010 - December 2016 · 6 yrs 10 mos
LPL Financial LLCBroker
November 2009 - September 2024 · 14 yrs 10 mos
Sagepoint Financial, INC.Broker
October 2005 - November 2009 · 4 yrs 1 mo
Sunamerica Securities, INC.Broker
December 2004 - October 2005 · 10 mos
American Express Financial Advisors, INC.
August 2003 - December 2004 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
July 2003 - December 2004 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
July 2003 - December 2004 · 1 yr 5 mos
State Registrations1 state
KS
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.