LM
LM

Linda Macleod

11 Years of Experience
Ponte Vedra Beach, FL
Broker

Linda Macleod is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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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

Linda is a 53% owner of Frontline Fencing, Inc. She updates photos on the company sites, makes posts, and assists in reviewing commercial contracts, dedicating a few hours per week to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - January 2021 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - January 2021 · 6 yrs
State Registrations19 states
ALARCOCTFLGAILKSLAMTNCNJOHPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Linda Macleod - Financial Advisor | TrueAdvisor