KY
KY
Keith Yoder
28 Years of Experience
Punta Gorda, FL
1 DisclosureBroker
Keith Yoder is a registered investment advisor at Raymond James & Associates, INC., based in Punta Gorda, FL, with 28 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
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Location
Punta Gorda, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2017Settled
Other Business Activities
Keith is a board member of FLF Legacy Funds, a Christian non-profit organization, and a partner in Hilltop Partners V LLC. Both activities require minimal time and the latter is a passive interest.
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
November 2009 - August 2011 · 1 yr 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2009 - August 2011 · 1 yr 10 mos
Caterpillar Securities INC.Broker
August 2000 - July 2006 · 5 yrs 11 mos
Proequities, INC.Broker
April 1994 - July 2000 · 6 yrs 3 mos
State Registrations34 states
ALAZCACOCTDCFLGAIAILINKSMDMIMNMOMSMTNCNENJNYOHOKPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.