KF
KF

Karl Foote

19 Years of Experience
Cherry Hill, NJ
Broker

Karl Foote is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cherry Hill, NJ, 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
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

1040 Kings Highway North, Suite 303, Cherry Hill, NJ, 08034

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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

Karl is an employee of Foote Financial Inc. and co-branch manager since 2006. This takes about half of Karl's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Foote Financial, INC.
October 2010 - November 2016 · 6 yrs 1 mo
Raymond James Financial Services
January 2007 - January 2009 · 2 yrs
State Registrations15 states
CTDEFLMDNCNHNJNYORPASCTNVAWAWV
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.