William Lindvall

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

• 10/2025 → 01/2026
  Raymond James Financial Services, Inc.
  San Juan, PR
• 01/2017 → 09/2025
  Self-Employed Fashion Model
  Los Angeles, CA
• 06/2020 → 09/2020
  Discovery Land Company (Gozzer Ranch Marina)
  Coeur D'ALene, ID
• 09/2024 → 12/2024
  Connecticut College
  New London, CT
• 08/2021 → 05/2025
  Connecticut College
  New London Ct, CT
• 08/2018 → 06/2020
  New Roads School
  Santa Monica, CA
• 08/2016 → 06/2018
  Palisades Charter High School
  Pacific Palisades, CA
• 03/2026 → Present
  Raymond James & Associates, Inc.
  Topanga, CA

Other Businesses

(1)Name of Business: The 1909 Address: 1909 N Topanga Canyon Blvd, Topanga , CA, 90290, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 02/27/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I occasionally assist on weekends with wedding catering setup at The 1909 Wedding Venue. Duties are limited to event setup support (e.g., arranging tables, décor, and catering-related items). This activity is infrequent, hourly, non-client facing, and unrelated to financial services.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18

Other Names

• William Dakota Lindvall