Kevin Lokey
Kevin Lokey is a registered investment advisor at Raymond James & Associates, INC., based in Saint Simons Island, GA, with 32 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
13 Retreat Pl, Unit 2, Saint Simons Island, GA, 31522
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 Registrations18 states
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
More Advisors
- Edward Hulse, PFSWorld Investment Advisors, LLC