Kevin Maher
Kevin Maher is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 24 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
9995 Gate Parkway Suite 300, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Kevin works as a financial advisor for Agility Wealth Management and BCW Financial Consultants, LLC, dedicating about half of his time to each. He also owns Kevin D Maher, LLC, a holding account for payments from RJ, which also takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations18 states
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