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Kevin Nashbar

22 Years of Experience
St. Petersburg, FL
Broker

Kevin Nashbar is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Independent Financial Partners
April 2021 - May 2022 · 1 yr 1 mo
Ifp Securities, LLCBroker
March 2021 - May 2022 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
January 2019 - December 2019 · 11 mos
Raymond James Financial Services Advisors, INC
October 2016 - December 2019 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2016 - December 2019 · 3 yrs 2 mos
Newbridge Financial Services Group, INC.
May 2014 - October 2016 · 2 yrs 5 mos
Newbridge Securities CorporationBroker
April 2014 - October 2016 · 2 yrs 6 mos
Calton & Associates, INC.
December 2011 - January 2013 · 1 yr 1 mo
Calton & Associates, INC.Broker
December 2011 - January 2013 · 1 yr 1 mo
Gradient Advisors, LLC
December 2011 - December 2011 · 0 mos
Gradient Securities, LLCBroker
March 2010 - December 2011 · 1 yr 9 mos
Ameriprise Financial Services, INC.
June 2007 - March 2009 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
June 2007 - March 2009 · 1 yr 9 mos
Gunnallen Financial, INC
March 2006 - November 2006 · 8 mos
Gunnallen Financial, INCBroker
January 2006 - November 2006 · 10 mos
Investacorp, INC.Broker
January 2005 - December 2005 · 11 mos
Wachovia Securities, LLC
January 2004 - January 2005 · 1 yr
Wachovia Securities, LLCBroker
June 2003 - January 2005 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
July 2001 - June 2003 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
July 2001 - June 2003 · 1 yr 11 mos
Smith Barney INC.Broker
December 1994 - October 1996 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.