Kevin Kane
Kevin Kane is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Havertown, PA, with 30 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
Firm Size
IM Fee
Assets Under Management
Location
Havertown, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Kevin is involved with BNI as a board member and speaks about networking, dedicating a few hours per week. He also owns Derry Wealth Management, LLC and is a 50% owner and officer of Greenwood Financial Services, spending minimal time on each. Finally, Kevin takes occasional anonymous surveys on investment products, also requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Pruco Securities CorporationBroker
State Registrations31 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.