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Sharon Kaylor
22 Years of Experience
Meridian, ID
2 DisclosuresBroker
Sharon Kaylor is a registered investment advisor at Raymond James & Associates, INC., based in Meridian, ID, with 22 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
Meridian, ID
Get directionsHistory
Regulatory History (2)
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Financial
August 2016Final
Criminal
September 1996Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2019 - January 2024 · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
November 2019 - January 2024 · 4 yrs 2 mos
Raymond James Financial Services Advisors, INC
September 2016 - December 2018 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2016 - December 2018 · 2 yrs 4 mos
Raymond James & Associates, INC.
November 2006 - July 2016 · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
October 2002 - July 2016 · 13 yrs 9 mos
State Registrations39 states
AKARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMIMNMOMSNCNENHNJNMNVNYOHORPASCTNTXUTVAWAWV
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.