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Kimberly Kaylor

16 Years of Experience
Cornelius, NC
Broker

Kimberly Kaylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cornelius, NC, with 16 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

7632 Norman Island Dr, Cornelius, NC, 28031

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 6 mos
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
October 2013 - April 2024 · 10 yrs 6 mos
LPL Financial LLC
September 2013 - April 2024 · 10 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
State Registrations1 state
NC
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.