KC
KC

Kevin Crews

37 Years of Experience
Montclair, NJ
Broker

Kevin Crews is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montclair, NJ, with 37 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

39 S Fullerton Ave Ste 11, Montclair, NJ, 07042

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 18 yrs 1 mo
Previous Registrations
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Citigroup Global Markets INC.
May 2002 - July 2008 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
February 1997 - July 2008 · 11 yrs 5 mos
PFS Investments INC.Broker
June 1988 - January 1997 · 8 yrs 7 mos
State Registrations19 states
AZCACTDCFLGAINMAMDMENCNJNYORPASCTXVAVT
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 Crews - Financial Advisor | TrueAdvisor