Lynette Ancona

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 01/2024
  Charles Schwab & Co, Inc
  Orlando, FL
• 05/2009 → 01/2024
  Charles Schwab Bank
  Orlando, FL
• 04/2012 → 01/2024
  Down Home Enterprises, Llc
  Celebration, FL
• 01/2024 → Present
  Raymond James & Associates
  Winter Park, FL

Previous Registrations

• 2009-06-19 → 2024-01-05
  Charles Schwab & Co., Inc.
  Orlando, FL
  Winter Park, FL
  Winter Park, FL
  Orlando, FL
• 2006-08-21 → 2009-05-19
  Banc Of America Investment Services, Inc.
  Orlando, FL
  Winter Haven, FL
  Clermont, FL
• 2001-04-17 → 2006-09-05
  Ubs Financial Services Inc.
  Orlando, FL
  Winter Park, FL

Other Businesses

(1)Name of Business: Down Home Enterprises, llc Address: 2809 Parkland Dr, Winter Park, FL, 32789, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/05/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (2)Name of Business: Down Home Enterprises, LLC Address: 2809 Parkland Dr, Winter Park , FL, 32789, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/05/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2001-02-23