KW
KW

Kenneth Whitley

21 Years of Experience
Atlanta, GA
Broker

Kenneth Whitley is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 21 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
Loading...

Location

3621 Vinings Slope SE, Ste 4440, Atlanta, GA, 30339

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 →
Other Business Activities

Kenneth is an owner/proprietor of WVP Ventures LLC, a rental real estate business, since September 2023. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2005 - Present · 21 yrs 2 mos
Raymond James & Associates, INC.Broker
November 2004 - Present · 21 yrs 6 mos
Raymond James & Associates, INC.
November 2004 - Present · 21 yrs 6 mos
State Registrations27 states
ALCACOCTFLGAIAILINKYMAMDMEMIMNMOMTNCNHNJNVNYOHPASCTXVA
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.