Kevin Wiley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Quincy, IL, with 33 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
Loading...

Location

1509 South 12th Street, Quincy, IL, 62301

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 →
Other Business Activities

Kevin is the owner/proprietor of 325 Properties, LLC, a farm for CRP income and recreation, and a partner in Wilco Properties LLC, owning rental condos. He also owns Wiley's Financial Services LLC, a support company, dedicating about half his time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Raymond James Financial Services
February 2004 - January 2009 · 4 yrs 11 mos
Morgan Stanley
May 2001 - February 2004 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 1993 - February 2004 · 10 yrs 7 mos
Chatfield Dean & CO., INC.Broker
October 1992 - July 1993 · 9 mos
State Registrations11 states
ALFLGAILMONCNJPASCTNWI
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.