KF
KF
Kevin Fernandez
32 Years of Experience
Palm Beach, FL
2 DisclosuresBroker
Kevin Fernandez is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach, FL, with 32 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
250 Royal Palm Way, Suite 200, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2009Settled
Customer Dispute
May 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
February 2012 - September 2016 · 4 yrs 7 mos
Deutsche Bank Securities INC.Broker
February 2012 - September 2016 · 4 yrs 7 mos
Wells Fargo Advisors, LLC
June 2001 - February 2012 · 10 yrs 8 mos
Wells Fargo Advisors, LLCBroker
June 2001 - February 2012 · 10 yrs 8 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 1996 - June 2001 · 5 yrs 1 mo
Dean Witter Reynolds INC.Broker
August 1993 - May 1996 · 2 yrs 9 mos
State Registrations9 states
CACOFLGAILNJNVNYPA
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.