LW
LW

Lindsay Wilson

14 Years of Experience
St. Petersburg, FL
Broker

Lindsay Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Lindsay is a subcommittee member for ZT Prospects Baseball Inc, a non-profit organization, acting as a team parent for her son's baseball travel team. This activity requires a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James & Associates, INC.
June 2013 - Present · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2012 - Present · 14 yrs 2 mos
Raymond James Financial Services, INC.
March 2012 - Present · 14 yrs 2 mos
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2018 - January 2025 · 6 yrs 5 mos
Morgan Keegan & Company, INC.Broker
October 2012 - March 2013 · 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lindsay Wilson - Financial Advisor | TrueAdvisor