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Kevin Grow

36 Years of Experience
Holladay, UT
Broker

Kevin Grow is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holladay, UT, with 36 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

6405 South 3000 East, Suite 250, Holladay, UT, 84121

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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 works as a financial advisor for First Western Advisors. This activity is not investment-related and requires minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
First Western Advisors
January 2006 - September 2019 · 13 yrs 8 mos
First Western AdvisorsBroker
January 2006 - September 2019 · 13 yrs 8 mos
Zions Direct, INC.
February 2003 - January 2006 · 2 yrs 11 mos
Zions Direct, INC.Broker
October 2000 - January 2006 · 5 yrs 3 mos
First Security Van Kasper, INC.Broker
July 1999 - October 2000 · 1 yr 3 mos
First Security Investor Services, INC.Broker
March 1991 - July 1999 · 8 yrs 4 mos
Metlife Securities INC.Broker
July 1987 - June 1989 · 1 yr 11 mos
Metropolitan Life Insurance CompanyBroker
July 1987 - June 1989 · 1 yr 11 mos
State Registrations7 states
AZCACOFLIDUTWY
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.
Kevin Grow - Financial Advisor | TrueAdvisor