Thomas Kane
Thomas Kane is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 27 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2531 Landmark Drive, Suite 201, Clearwater, FL, 33761
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is a partner with 50% ownership in 3104 Northwood Office Park, LLC, a rental real estate business, and an independent contractor for Tampa Bay Financial Planning, dedicating about half of his time to this support company. He also serves as an advisory board member for the Town of Belleair Police Pension Board, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Tampa Bay Financial Planning, LLC
Raymond James Financial Services
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations36 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.
Exams
More Advisors
- George Keim, CFPRaymond James Financial Services Advisors, INC
- Brian Peterson, CFPRaymond James Financial Services Advisors, INC
- Thomas Peterson, CFPRaymond James Financial Services Advisors, INC
- Letitia Wold, CFPRaymond James Financial Services Advisors, INC
- Sheldon Clark, CFPRaymond James Financial Services Advisors, INC
- Ian RiceRaymond James Financial Services Advisors, INC