KD
CFP
KD
CFP

Kyle Devries

26 Years of Experience
Itasca, IL
Broker

Kyle Devries is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Itasca, IL, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1087 Hawthorn Drive, Itasca, IL, 60143

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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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Other Business Activities

Kyle owns KWD Wealth Management, a support company and DBA for his Raymond James branch office, since 2016. He dedicates minimal time to this business, with even less time spent during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2016 - Present · 9 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Edward Jones
February 2007 - October 2016 · 9 yrs 8 mos
Edward JonesBroker
June 2001 - October 2016 · 15 yrs 4 mos
New England SecuritiesBroker
November 1997 - June 1999 · 1 yr 7 mos
State Registrations30 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.