BK
BK
Brett Kellam
42 Years of Experience
Vero Beach, FL
Broker
Brett Kellam is a registered investment advisor at Raymond James & Associates, INC., based in Vero Beach, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Vero Beach, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
March 2009 - September 2016 · 7 yrs 6 mos
UBS Securities LLCBroker
June 1998 - December 2007 · 9 yrs 6 mos
Sbc Warburg Dillon Read INC.Broker
September 1997 - June 1998 · 9 mos
Sbc Warburg, INC.Broker
April 1997 - September 1997 · 5 mos
Lehman Brothers INC.Broker
October 1983 - January 1997 · 13 yrs 3 mos
Paine, Webber, Jackson & Curtis INC.Broker
December 1981 - April 1983 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.