Lydia C Ormsby

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

• 01/2013 → 06/2018
  Grass Valley Eyecare Optometric, Inc.
  Grass Valley, CA
• 06/2018 → 07/2020
  Owens Capital Asset Mgt, Inc. Dba Owens Estate & Wealth
  Grass Valley, CA
• 02/2022 → Present
  Raymond James Financial Services, Inc
  Grass Valley, CA
• 06/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Grass Valley, CA
• 06/2018 → 06/2022
  Owens Estate And Wealth Strategies Group
  Grass Valley, CA

Other Businesses

(1)Name of Business: Owens Estate and Wealth Strategies Group Address: 426 Sutton Way, Grass Valley, CA, 95945, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/21/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Operations Manager, compliance oversight, account opening and funding, check deposit, money movement, trading. (2)Name of Business: Sierra Foothill Asset Management, Inc. Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Operations Manager

Exams

• S66 Uniform Combined State Law Examination
  2022-06-06