Linsi Lee Walker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2016 → 01/2018
  Morgan Stanley
  Beaumont, TX
• 07/2016 → 09/2016
  Fish & Richardson P.C.
  Dallas, TX
• 02/2018 → 07/2019
  Lincoln Financial Securities
  Beaumont, TX
• 07/2019 → 05/2020
  Medical Center Of Southeast Texas
  Beaumont, TX
• 05/2020 → 08/2020
  Unemployed
  Beaumont, TX
• 09/2020 → Present
  Raymond James Financial Services, Imc
  Dallas, TX

Previous Registrations

• 2018-03-06 → 2019-08-08
  Osaic Fs, Inc.
  Beaumont, TX
  Beaumont, TX
  Greensboro, NC
• 2016-10-04 → 2018-02-05
  Morgan Stanley
  Beaumont, TX
• 2013-11-01 → 2016-06-30
  Raymond James & Associates, Inc.
  Dallas, TX
• 2013-09-13 → 2013-10-30
  Hilltop Securities Inc.
  Dallas, TX

Other Businesses

(1)Name of Business: Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219-4510, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: life agent (2) Name of Business: Bordelon Capital Wealth Management Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219-4510, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/14/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial planning, investment management (3) Name of Business: APG Wealth Management Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219-4510, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial planning, investment management

Exams

• S66 Uniform Combined State Law Examination
  2013-09-12

Other Names

• Linsi Walker Smith