Kevin Vasilik
Kevin Vasilik is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bohemia, NY, with 28 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
3880 Veterans Memorial Highway, Suite 203, Bohemia, NY, 11716
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2013Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Kevin works as an insurance broker and agent, focusing on life, accident, and health insurance sales and maintenance since 1996. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Equity Services, INC.Broker
State Registrations21 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.