KC
KC
Kai-Ting Cheek
23 Years of Experience
Neptune Beach, FL
1 DisclosureBroker
Kai-Ting Cheek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, 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 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
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Location
422 3rd Street, Neptune Beach, FL, 32266
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2018Other Business Activities
Kai-Ting is a Registered Client Associate at BCW Financial Consultants, LLC and Eleven Atlantic since 2019. Kai-Ting spends about half of her time on each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - August 2018 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2018 · 8 yrs 10 mos
Banc of America Investment Services, INC.Broker
March 2002 - October 2009 · 7 yrs 7 mos
State Registrations1 state
FL
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.