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Allison Lynne
Stuart, FL
1 DisclosureBroker
Allison Lynne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stuart, FL. 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
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Location
2081 SE Ocean Blvd, Suite 1B, Stuart, FL, 34996
Get directionsHistory
Regulatory History (1)
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Financial
April 2019Final
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
State Registrations1 state
FL
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.