Lynne Abrahams Whitehead

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

• 11/2015 → Present
  Raymond James And Associates
  St Petersburg, FL
• 09/2023 → Present
  Raymond James Financial Services, Inc
  St Petersburg, FL

Previous Registrations

• 2007-06-13 → 2015-11-11
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-06-11
• S63 Uniform Securities Agent State Law Examination
  2005-01-18

Other Names

• Lynne Nanette Abrahams