Kevin Bannister
Kevin Bannister is a registered investment advisor at Raymond James & Associates, INC., based in Clive, IA, with 29 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13137 University Ave, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin serves on the board of directors for Orchard Place Foundation, a non-profit organization, since 2013. His duties include fundraising, advising, and overseeing the foundation's activities, requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Vsr Financial Services, INC.Broker
State Registrations34 states
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