Lynn
Mcintire

Raymond James Financial Services Advisors, Inc

CRD#2964849
Investment Advisor
in Dallas, TX
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About this Advisor

Lynn Mcintire is a certified financial planner working in Dallas, Texas, with 16 years of work experience. Mcintire is currently employed by Raymond James Financial Services Advisors, Inc. During their career, the advisor has held roles at First Tennessee Bank, First Tennessee Brokerage, Inc, Raymond James Financial Services, Inc and Cadent Capital, LLC. Mcintire holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Raymond James Financial Services Advisors, Inc is a financial advisory firm that has its headquarters in Dallas, Texas. It has offices in 2,040 locations and a total of 5,600 employees. It handles $81 billion in assets between its 280,698 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 100 charities and foundations. Of its 280,698 accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. Raymond James Financial Services Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Raymond James Financial Services Advisors, Inc can include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

12001 N Central Expressway Cbs Tower Suite 700
Dallas, TX 75243

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lynn Mcintire Work History

Lynn has 16 years of experience.

2011 - Present (8 years)

Cadent Capital, LLC

2010 - 2010 (0 years)

First Tennessee Bank

2010 - Present (9 years)

Raymond James Financial Services, Inc

2002 - 2010 (8 years)

First Tennessee Brokerage, Inc

Disclosures

Lynn Mcintire has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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