KG
KG
Kevin Gourrier
31 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
Kevin Gourrier is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 31 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
Loading...
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2002Settled
Customer Dispute
October 2000Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2015 - Present · 10 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2015 · 6 yrs
Morgan Stanley
June 2009 - June 2015 · 6 yrs
Citigroup Global Markets INC.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
Prudential Securities IncorporatedBroker
January 1996 - October 1999 · 3 yrs 9 mos
M. J. Whitman, INC.Broker
August 1994 - January 1996 · 1 yr 5 mos
State Registrations36 states
AZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMEMIMNNCNJNVNYOHORPAPRSCSDTNTXUTVAVirgin IslandsWAWY
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.