VL
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Vincent Lally

11 Years of Experience
St. Petersburg, FL
Broker

Vincent Lally is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 11 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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.
May 2014 - Present · 12 yrs
Raymond James Financial Services, INC.Broker
May 2014 - Present · 12 yrs
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.