Advisor at Raymond James Financial
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Location
Mccomb, MS 39648
Credentials
Series 63, Series 66
Industry experience
28 years
Chadwick Lindsey is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Raymond James Financial and its related entities since 1999. Outside of his advisory role, he owns Little Lindsey Enterprises, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory and implementation-support services rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
403 Apache Drive
Mccomb, MS 39648
Alabama · Mississippi · Texas
Raymond James Financial
2009 - Present (17 years)
Raymond james Financial Services, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Mccomb, MS
Advisory Services Network
Thomas Ott is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Calton & Associates, Inc. since 2018 and previously at Cambridge Investment Research, Inc. from 2015 to 2017. Outside of his advisory work, he owns and manages a rental property in Jackson, Mississippi. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.
Series 66
Mccomb, MS
Edward Jones
Marlon Richardson is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is a silent partner in a family non-medical home care business operated by his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor network and affiliated financial services.
CFP®, Series 66
Mccomb, MS
LPL Financial
James Stone III is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisors LLC. Stone is also an agent for life, disability, and long-term care insurance through Legacy Investments and Financial Planning. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
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