Kevin Walker is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1421 Pine Ridge Road, Suite 300, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a board of directors and finance committee member for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Securities America, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations42 states
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