Michelle Kathleen Lynch Zebra

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

• 11/2004 → Present
  Raymond James & Associates, Inc
  St. Petersburg, FL

Other Businesses

(1) Name of Business: USF Foundations Board of Directors Address: 9822 Emerald Links Drive, Tampa, FL, 33626, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/25/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member to assist with raising and administering private gifts to assist in the promotion and financial support of the university's teaching, research and public service activities.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-13

Other Names

• Michelle Kathleen Taylor
• Michelle Kathleen Lynch
• Michelle Lynch Zebra