Kimberly Douglas
Kimberly Douglas is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 23 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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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.
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Kimberly owns rental property, collecting rent and paying the mortgage. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Previous Registrations
Next Financial Group, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Bolton Global Asset Management
Bolton Securities CorporationBroker
Bolton Global CapitalBroker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Tower Square Securities, INC.Broker
State Registrations1 state
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.