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Kevin Burnett

Raymond James & Associates, INC.
28 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
View SEC Summary
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Kevin Burnett is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 28 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.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2026 - Present · 5 mos
Raymond James & Associates, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Wells Fargo Advisors
May 2017 - May 2026 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
May 2017 - May 2026 · 9 yrs
Suntrust Advisory Services, INC.
August 2016 - May 2017 · 9 mos
Suntrust Investment Services, INC.
December 2007 - December 2016 · 9 yrs
Suntrust Investment Services, INC.Broker
November 2007 - May 2017 · 9 yrs 6 mos
Bb&t Investment Services, INC.
July 2007 - November 2007 · 4 mos
Bb&t Investment Services, INC.Broker
January 2006 - November 2007 · 1 yr 10 mos
Infinex Investments, INC.Broker
July 2004 - January 2006 · 1 yr 6 mos
Invest Financial CorporationBroker
October 2003 - June 2004 · 8 mos
Essex National Securities, INC.Broker
June 2003 - October 2003 · 4 mos
Jackson National Life Distributors, INC.Broker
August 2001 - August 2002 · 1 yr
American Skandia Marketing, INC.Broker
December 1996 - May 2000 · 3 yrs 5 mos
Pruco Securities CorporationBroker
March 1995 - March 1996 · 1 yr
State Registrations12 states
CACTFLGAMAMEMONCNJOKTXVA
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.
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