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Krista Kenney

13 Years of Experience
Destin, FL
Broker

Krista Kenney is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 13 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

4477 Legendary Dr, Unit 101, Destin, FL, 32541

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - August 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - August 2009 · 7 mos
Wachovia Securities, LLC
October 2007 - December 2008 · 1 yr 2 mos
Wachovia Securities, LLCBroker
October 2007 - December 2008 · 1 yr 2 mos
UBS Financial Services INC.Broker
May 2006 - October 2007 · 1 yr 5 mos
Wachovia Securities, LLCBroker
October 2003 - April 2006 · 2 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.