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Linda D Wall

Janney Montgomery Scott LLC

Ponte Vedra Beach, FL

CRD 3201805

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Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 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:

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-02
  • TX RA
    APPROVED
    Since 2021-07-02

Branch Locations

814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Jacksonville FL 05/2017 07/2021
Personal Time Off / Unemployeed Orange Park FL 01/2017 05/2017
Janney Montgomery Scott Llc Ponte Vedra Beach FL 07/2021 Present
Invest Financial Corp Tampa FL 09/1999 12/2016
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-10-07
  • S63 Uniform Securities Agent State Law Examination
    2011-10-07
Other Names
  • Linda Diane King

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC

Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

More in Ponte Vedra Beach, FL

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