KC
KC

Kyle Christianson

23 Years of Experience
Naples, FL
Broker

Kyle Christianson is a registered investment advisor at Raymond James & Associates, INC., based in Naples, 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
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

1421 Pine Ridge Road, Suite 300, Naples, FL, 34109

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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.

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Other Business Activities

Kyle is an officer and treasurer for Empowerment Farms, a non-profit organization, since January 2023. He spends a few hours per week on establishing financial procedures, creating budgets, and coordinating with the board.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
August 2012 - January 2013 · 5 mos
M&i Financial Advisors, INCBroker
August 2006 - August 2012 · 6 yrs
Fifth Third Securities, INC.Broker
February 2005 - June 2006 · 1 yr 4 mos
Invest Financial CorporationBroker
November 2002 - February 2005 · 2 yrs 3 mos
Futureshare Financial LLCBroker
January 2002 - November 2002 · 10 mos
State Registrations29 states
ALARAZCACOCTDCFLGAILKSMAMIMONCNDNJNYOHOKORPATNTXVAVTWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kyle Christianson - Financial Advisor | TrueAdvisor