Kerry Haines
Kerry Haines is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, 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
35 SE 1st Ave, Suite 200-S, Ocala, FL, 34471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerry is an independent contractor and officer (President) for KSH Financial LLC since 2020, dedicating about half their time to wealth management. Kerry is also an independent contractor and officer (President) for Power Wealth Advisors since 2022, where they are the managing director, spending about a quarter of their time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations30 states
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