KM
KM

Kerry Mullin

22 Years of Experience
St. Petersburg, FL
Broker

Kerry Mullin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 22 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
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2019 - Present · 7 yrs 1 mo
Raymond James Financial Services, INC.
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2020 - September 2025 · 5 yrs 7 mos
Transamerica Financial Advisors, INCBroker
September 2015 - March 2016 · 6 mos
Transamerica Investors Securities CorporationBroker
February 2014 - May 2015 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
January 2011 - June 2013 · 2 yrs 5 mos
Nationwide Investment Services CorporationBroker
November 2001 - August 2010 · 8 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Kerry Mullin - Financial Advisor | TrueAdvisor