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Kevin Kennedy

43 Years of Experience
Federal Way, WA
Broker

Kevin Kennedy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Federal Way, WA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

33600 6th Avenue S., Suite 130, Federal Way, WA, 98003

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History

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.

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Other Business Activities

Kevin owns rental real estate since 1979, dedicating minimal time to it. He also works as an author and may sell articles to magazines, also dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2008 - Present · 18 yrs
Previous Registrations
Raymond James Financial Services
May 2008 - January 2009 · 8 mos
UBS Financial Services INC.Broker
August 2006 - June 2008 · 1 yr 10 mos
UBS Financial Services INC.
August 2006 - June 2008 · 1 yr 10 mos
Piper Jaffray & CO.
December 1995 - August 2006 · 10 yrs 8 mos
Piper Jaffray & CO.Broker
July 1995 - August 2006 · 11 yrs 1 mo
Smith Barney INC.Broker
July 1993 - August 1995 · 2 yrs 1 mo
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
July 1982 - February 1988 · 5 yrs 7 mos
State Registrations6 states
AZCAFLIDOHWA
AdvisorBrokerBoth

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
No exam information available for this advisor.