LD
CFP
LD
CFP

Lindsey Deal

14 Years of Experience
Tuscaloosa, AL
Broker

Lindsey Deal is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tuscaloosa, AL, 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

100 Towncenter Blvd, Suite 202, Tuscaloosa, AL, 35406

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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

Lindsey is a board member for two non-profit organizations, helping manage their budgets and financial decisions. She also works as a partner/financial advisor for Thornhill Capital Management, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - March 2021 · 8 yrs 1 mo
Raymond James & Associates, INC.
February 2013 - March 2021 · 8 yrs 1 mo
Morgan Keegan & Company, INC.
December 2011 - February 2013 · 1 yr 2 mos
Morgan Keegan & Company, INC.Broker
October 2011 - February 2013 · 1 yr 4 mos
State Registrations21 states
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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.
Lindsey Deal - Financial Advisor | TrueAdvisor