LD
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Lyndsey Doro

2 Years of Experience
Green Bay, WI
Broker

Lyndsey Doro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 2 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

2345 East Mason Street, Green Bay, WI, 54302

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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

Lyndsey works as an associate/employee for Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC, both in a service and advisor trainee role. She dedicates about half of her time to each of these support company positions.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
State Registrations2 states
TXWI
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.
Lyndsey Doro - Financial Advisor | TrueAdvisor