KW
KW

Kerry Withrow

32 Years of Experience
Las Vegas, NV
Broker

Kerry Withrow is a registered investment advisor at Raymond James & Associates, INC., based in Las Vegas, NV, 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

10801 W. Charleston Blvd, Suite 120, Las Vegas, NV, 89135

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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

Kerry is a passive investor in Cynergy Healthcare Investors Emerging Bridge, LLC, a private equity fund. This activity requires minimal time and provides no compensation.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
December 2005 - May 2024 · 18 yrs 5 mos
RBC Capital Markets, LLC
December 2005 - May 2024 · 18 yrs 5 mos
Wedbush Morgan Securities INC.Broker
February 2003 - December 2005 · 2 yrs 10 mos
RBC Dain Rauscher INC.Broker
March 2002 - February 2003 · 11 mos
RBC Dain Rauscher INC.
January 1998 - February 2003 · 5 yrs 1 mo
Sutro & CO. IncorporatedBroker
September 1996 - March 2002 · 5 yrs 6 mos
Smith Barney INC.Broker
January 1994 - October 1996 · 2 yrs 9 mos
State Registrations44 states
AKALAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNENMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWY
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Exams
No exam information available for this advisor.