Kerry Horne
Kerry Horne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Estero, FL, with 34 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
Firm Size
IM Fee
Assets Under Management
Location
9180 Estero Park Commons, Suite 8, Estero, FL, 33928
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Regulatory History
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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Kerry is the owner/proprietor of KPH Financial since 2018, working as an independent contractor financial advisor. Kerry spends minimal time on this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
State Registrations18 states
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