Kevin Lokey
Kevin Lokey is a registered investment advisor at Raymond James & Associates, INC., based in St. Simons Island, GA, with 31 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
St. Simons Island, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
Kevin is an artist creating gyotaku fish prints for sale since 2021, dedicating a few hours per week. He also serves as a board member at St. Simons Presbyterian Church since 2020, which is investment-related and takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations17 states
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