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CFP

Kenneth Haycraft

Raymond James & Associates, INC.
32 Years of Experience
Bowling Green, KY
Broker
View SEC Summary
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Kenneth Haycraft is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bowling Green, KY, with 32 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bowling Green, KY

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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

Kenneth is under consideration to be a board member and finance/investment committee member for Glean Kentucky, a non-profit organization. He also participates in the Warren County Kentucky Democrat Party, dedicating a few hours per week to this political activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
October 2019 - Present · 7 yrs
Raymond James & Associates, INC.
October 2019 - Present · 7 yrs
Previous Registrations
USAA Investment Management Company
January 2018 - October 2019 · 1 yr 9 mos
USAA Financial Planning Services
March 2007 - January 2018 · 10 yrs 10 mos
USAA Financial Advisors, INC.Broker
March 2007 - October 2019 · 12 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - February 2007 · 1 yr 7 mos
Chase Investment Services CORP.
July 2005 - February 2007 · 1 yr 7 mos
Banc One Securities Corporation
November 2003 - July 2005 · 1 yr 8 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - September 2003 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - September 2003 · 10 mos
L Roy Papp & Associates
February 2002 - October 2002 · 8 mos
Charles Schwab & CO., INC.Broker
March 1993 - July 2001 · 8 yrs 4 mos
Cigna Securities, INC.Broker
June 1992 - July 1992 · 1 mo
State Registrations39 states
AKALAZCACOCTFLGAHIIDILINKYMAMDMEMIMNMOMSNCNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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.
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