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Leeann Funk Lambert

Raymond James & Associates, Inc.

Lakeland, FL

CRD 3081580

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-06-23
  • FL RA
    APPROVED
    Since 2011-06-23

Branch Locations

1301 Grasslands Blvd. Suite 212, Lakeland, FL 33803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Lakeland FL 06/2011 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-06-26
  • S63 Uniform Securities Agent State Law Examination
    2006-06-26
Other Names
  • Jana Leeann Funk

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.

Nearby Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT

Nearby Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL

More in Lakeland, FL

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