Lindsey Doss
Lindsey Doss is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey is a Chapter Co-President and Board/Committee member at large for Ellevate Network. She dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Suntrust Investment Services, INC.Broker
State Registrations12 states
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