Kasha Mclemore
Kasha Mclemore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
Portland, OR
Get directionsHistory
Regulatory History
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
Kasha works as a financial advisor for Addison Avenue Investment Services and First Tech Federal Credit Union, dedicating about half of her time to each. She also owns a tie dye business and rental property, but spends minimal time on these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Key Investment Services LLC
Key Investment Services LLCBroker
Cuso Financial Services, L.P.Broker
State Registrations16 states
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.