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Steven Coyne

14 Years of Experience
Williamsburg, KY
Broker

Steven Coyne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, KY, with 14 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

Williamsburg, KY

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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

Steven owns rental real estate property since 2019, dedicating minimal time to it. His responsibilities include property management and maintenance.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2019 - August 2023 · 4 yrs 7 mos
LPL Financial LLCBroker
November 2018 - August 2023 · 4 yrs 9 mos
Jackson National Life Distributors LLCBroker
February 2016 - November 2018 · 2 yrs 9 mos
Park Avenue Securities LLC
February 2011 - February 2015 · 4 yrs
Park Avenue Securities LLCBroker
October 2010 - February 2015 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Coyne - Financial Advisor | TrueAdvisor