Raymond Kramer
Raymond Kramer is a registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 44 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,530 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of up to 1.00% of managed assets. For households with more than $1 million in assets, the total fee is capped at a maximum amount.
Fee Estimator
Location
1500 Leestown Road, Suite 330, Lexington, KY, 40511
Get directionsHistory
Regulatory History (1)
Regulatory
December 1996Other Business Activities
Raymond is the President of Presbyterian Housing Corp, a non-profit owning and operating low-income housing, dedicating a few hours per week. He is also a Notary Public and owns stock in First Kentucky Securities.
Employment History
Current Registrations
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
Previous Registrations
First Kentucky Securities CORP
Dupree & Company, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christina Harrison, CFPFirst Kentucky Securities CORP
- Christopher Saccomanno, CFPMercer Global Advisors INC.
- Keely Rock, ChFCAtlanta Consulting Group Advisors, LLC
- Catherine Salsman, CFPParagon Private Wealth Management LLC
- Charles Hill, CFPAdvice and Planning Services
- Matthew Rose, CFPMcf Advisors, LLC