KF
KF

Kyle French

13 Years of Experience
Grand Haven, MI
Broker

Kyle French is a registered investment advisor at Raymond James & Associates, INC., based in Grand Haven, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Grand Haven, MI

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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 & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - October 2023 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - October 2023 · 6 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2015 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
February 2010 - October 2012 · 2 yrs 8 mos
State Registrations15 states
AZCAFLIAIDILINMEMIMNNCOHSCTXWA
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.
Kyle French - Financial Advisor | TrueAdvisor