KL
KL

Kevin Latta

30 Years of Experience
Novi, MI
Broker

Kevin Latta is a registered investment advisor at Raymond James & Associates, INC., based in Novi, MI, 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 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

27333 Meadowbrook Rd., Suite 120, Novi, MI, 48377

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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.
August 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - August 2022 · 17 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - August 2022 · 26 yrs 5 mos
State Registrations37 states
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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.
Kevin Latta - Financial Advisor | TrueAdvisor