MK
MK

Michael Kernan

35 Years of Experience
Bellevue, WA
Broker

Michael Kernan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 35 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

11747 NE 1st Street, Suite 202, Bellevue, WA, 98005

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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

Michael owns Noel, Kernan & Assoc. Inc., a support company, and BK Orchards, an agriculture/farming business. He dedicates minimal time to these activities, which are not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1992 - Present · 33 yrs 11 mos
Previous Registrations
Raymond James Financial Services
December 1994 - January 2009 · 14 yrs 1 mo
Capital Analysts, IncorporatedBroker
March 1990 - July 1991 · 1 yr 4 mos
State Registrations34 states
AKAZCACOCTFLGAHIIDILINKSMAMDMIMNMOMTNCNMNVNYOHOKORRISCSDTNTXUTVAWAWY
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.
Michael Kernan - Financial Advisor | TrueAdvisor