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Keith Kopperud

20 Years of Experience
St. Petersburg, FL
Broker

Keith Kopperud is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 20 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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2017 - Present · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2009 - March 2016 · 7 yrs
Raymond James Financial Services
September 2006 - October 2009 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 2006 - March 2016 · 9 yrs 6 mos
T. Rowe Price Advisory Services, INC.
April 2006 - August 2006 · 4 mos
T. Rowe Price Investment Services, INC.Broker
December 2004 - August 2006 · 1 yr 8 mos
State Registrations2 states
CAFL
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.
Keith Kopperud - Financial Advisor | TrueAdvisor