Lindsey Stonemets-Leaf
Lindsey Stonemets-Leaf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greeley, CO, with 6 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
920 54th Avenue, Greeley, CO, 80634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey works for First Investments and Planning providing advisory services, and for First National Bank of Omaha as a financial advisor and customer support representative for wealth management. Both roles take about half of Lindsey's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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