CK
CFP · ChFC
CK
CFP · ChFC

Chad Kimble

12 Years of Experience
St. Petersburg, FL
Broker

Chad Kimble is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 12 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.
May 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
March 2023 - April 2023 · 1 mo
Equitable Advisors, LLCBroker
March 2023 - April 2023 · 1 mo
T. Rowe Price Advisory Services, INC.
October 2014 - March 2019 · 4 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
September 2014 - March 2019 · 4 yrs 6 mos
TD Waterhouse Investor Services, INC.Broker
February 1998 - March 2002 · 4 yrs 1 mo
Paragon Capital CorporationBroker
January 1997 - January 1998 · 1 yr
State Registrations1 state
FL
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.