KB
KB

Kevin Brown

26 Years of Experience
Charleston, SC
1 DisclosureBrokerSells Insurance

Kevin Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, SC, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

537B Wappoo Rd, Charleston, SC, 29407

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History

Regulatory History (1)
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Criminal
July 1990
Final Disposition
Other Business ActivitiesSells Insurance

Kevin is the President of R.E. Baxter & Associates, Inc., an S Corp, since 2012, dedicating nearly full-time hours to it. The company offers insurance sales, investment advisory services, and investment brokerage through Royal Alliance Advisors, Inc.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2025 · 6 yrs 9 mos
Osaic Wealth, INC.
November 2018 - August 2025 · 6 yrs 9 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INCBroker
July 2012 - May 2016 · 3 yrs 10 mos
Transamerica Financial Advisors, INC.
July 2012 - May 2016 · 3 yrs 10 mos
Investors Capital Advisory
May 2009 - June 2012 · 3 yrs 1 mo
Investors Capital CORP.Broker
May 2009 - June 2012 · 3 yrs 1 mo
Capital Analysts, Incorporated
March 2008 - May 2009 · 1 yr 2 mos
Capital Analysts, IncorporatedBroker
December 2007 - May 2009 · 1 yr 5 mos
Adviser Dealer Services, INC.Broker
February 2007 - December 2007 · 10 mos
M&t Securities, INC.Broker
February 2001 - February 2005 · 4 yrs
Summit Financial Services Group, INC.Broker
April 1999 - July 2000 · 1 yr 3 mos
Bhcm INC.Broker
June 1996 - June 1997 · 1 yr
John Hancock Distributors, INC.Broker
February 1995 - April 1996 · 1 yr 2 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1995 - April 1996 · 1 yr 2 mos
State Registrations23 states
ALAZCAFLGAINKYMAMDMIMOMTNCNHNJNVNYOHPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.