Darcy Lindblom is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Erie, CO, with 8 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

671 Mitchell Way, Suite 110, Erie, CO, 80516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Darcy works as an associate/employee for Joey Bocci Financial, handling administration, office management, and client relationships, taking about half of Darcy's time. Darcy also owns rental real estate property, dedicating minimal time to rent collection and maintenance.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2018 - Present · 8 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
State Registrations2 states
COTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.