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Kelly Barber

20 Years of Experience
High Springs, FL
Broker

Kelly Barber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Springs, 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

18575 High Springs Main Street, Suite 5, High Springs, FL, 32643

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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

Kelly is involved in several rental real estate businesses, including owning property directly and as a partner in Spring Property LLC and Two Finger Properties LLC. Kelly is also the CEO of The Barber Group, a support company, dedicating a few hours per week to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Edward Jones
March 2010 - March 2022 · 12 yrs
Edward JonesBroker
September 2005 - March 2022 · 16 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kelly Barber - Financial Advisor | TrueAdvisor