KL
CFP
KL
CFP

Kellee Leandre

12 Years of Experience
St. Petersburg, FL
Broker

Kellee Leandre is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 12 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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Other Business Activities

Kellee owns rental real estate since 2018, spending minimal time collecting rent and managing repairs. She is also a silent partner in HDMK Creative, LLC since 2020 and an owner/proprietor of Kellee Leandre Paintings since 2006, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Securian Financial Services, INC.
March 2021 - March 2023 · 2 yrs
Securian Financial Services, INC.Broker
February 2021 - March 2023 · 2 yrs 1 mo
Suntrust Advisory Services, INC.
September 2016 - October 2020 · 4 yrs 1 mo
Suntrust Investment Services, INC.
September 2013 - December 2016 · 3 yrs 3 mos
Suntrust Investment Services, INC.Broker
August 2013 - October 2020 · 7 yrs 2 mos
Investment Centers of America, INC.
November 2011 - April 2012 · 5 mos
Investment Centers of America, INC.Broker
September 2011 - April 2012 · 7 mos
Ameriprise Financial Services, INC.Broker
July 2011 - October 2011 · 3 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.
Kellee Leandre - Financial Advisor | TrueAdvisor