KT
KT

Kimberly Tuzzolino

25 Years of Experience
St. Petersburg, FL
Broker

Kimberly Tuzzolino is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 25 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

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.
June 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - June 2019 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2019 · 11 yrs 5 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
July 2000 - January 2008 · 7 yrs 6 mos
State Registrations2 states
FLIL
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.
Kimberly Tuzzolino - Financial Advisor | TrueAdvisor