Linda Diane Stirling

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

• 04/2013 → Present
  Ubs Financial Services Inc.
  Ketchum, ID
• 09/2021 → Present
  Raymond James And Associates, Inc.
  San Diego, CA

Previous Registrations

• 2013-04-12 → 2021-10-22
  Ubs Financial Services Inc.
  Ketchum, ID
  San Diego, CA
• 2005-07-01 → 2013-05-06
  Rbc Capital Markets, Llc
  La Jolla, CA
  La Jolla, CA
• 1995-01-04 → 2005-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Other Businesses

1) Point Loma Nazarine University / 3900 Lomaland Drive San Diego,CA 92106 / No/ 42566 Non Profit / USD / No / No / / Start Date 6/4/16-7/15/16 / 2) Umbrella Ministries/Investment related?: no/79733 Country Club Drive,Burmuda Dune,California 92203/Charity/Grief support for mothers who have lost a child/Chairman of the Board/Preside over 4 board meetings a year. Vote on issues related to the support groups across the country./10/1/2019/ Time required off work?: One Monday a year/ 3)Name of Business : Hope for a Broken Heart Address: San Diego, CA Nature of the Business: Book utilized to support ministry for moms who have experienced the death of a chils. Position/Title: Author Investment Related: N Start Date: 4/30/2014 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: N/A 4) Name of Business: Book - Hope for a Broken Heart Address: 3095 Conner Way, San Diego, CA, 92117, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 04/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Book is sold on Amazon and at retreats for moms

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-19
• S63 Uniform Securities Agent State Law Examination
  1987-10-20

Other Names

• Linda Diane Fairfield
• Linda Dianmiane Fairfield
• Linda D Stirling