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Lindsay Evans Location
Saint Petersburg, FL, US
Lindsay Evans Work
VP @ (May 2024 - Present)
Director @ (January 2022 - May 2024)
Sr. Project Manager @ (April 2020 - February 2022)
Compliance Specialist @ (December 2014 - April 2020)
Transition Consultant @ (February 2011 - December 2014)
Office Manager @ (July 2006 - February 2011)
Lindsay Evans Education
University of Tampa - John H. Sykes College of Business
Bachelor's degree (Business Administration and Management, General)
2005-2008
University of Massachusetts Lowell 2004-2005
Lindsay Evans Skills
Series 63
Investments
Asset Allocation
Series 7
Strategic Financial Planning
Change Management
Asset Management
Marketing Strategy
Business Analysis
Wealth Management
Marketing
Financial Advisory
Series 10
Securities
Series 9
Series 4
FINRA
Mutual Funds
Financial Services
Series 24
401k
Fixed Annuities
Retirement Planning
Marketing Communications
Investment Advisory
Portfolio Management
Retirement
Uniform Combined State Law
Lindsay Evans Summary
Lindsay Evans, based in Saint Petersburg, FL, US, is currently a VP at Raymond James. Lindsay Evans brings experience from previous roles at Raymond James. Lindsay Evans holds a 2005 - 2008 Bachelor's degree in Business Administration and Management, General @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Series 63, Investments, Asset Allocation, Series 7, Strategic Financial Planning and more. Lindsay Evans has 1 emails and 2 mobile phone numbers on RocketReach.
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