Linda Sue Davis

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

• 08/1993 → Present
  Raymond James Financial Services, Inc.
  St. Charles, IL
• 10/2005 → Present
  Rental Real Estate
  Saint Charles, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  St. Charles, IL
• 12/2011 → Present
  N/A - Power Of Attorney
  Saint Charles, IL

Other Businesses

(1)Name of Business: Address: 750 Persimmon Dr, Saint Charles, IL, 60174, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/08/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I process rent checks Rj account

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-18
• S63 Uniform Securities Agent State Law Examination
  1985-06-28

Other Names

• Linda Sue Wineinger