Linda Kalies
Linda Kalies is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 15 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
Firm Size
IM Fee
Assets Under Management
Location
Jacksonville, FL
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Regulatory History
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 →Other Business Activities
Linda is attorney in fact for her husband's IRA, dedicating minimal time to this activity. She also works as a wealth advisor for Waller and Wax Advisors, Inc., taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Waller & Wax Advisors, INC.
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations24 states
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