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Keith Kline

13 Years of Experience
Murfreesboro, TN
Broker

Keith Kline is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murfreesboro, TN, 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 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

3110 Memorial Blvd, Murfreesboro, TN, 37129

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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

Keith owns a rental cabin in Pigeon Forge, TN, since 2022, which is managed by his wife. He spends minimal time on this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - April 2018 · 1 yr 7 mos
Suntrust Investment Services, INC.Broker
May 2014 - April 2018 · 3 yrs 11 mos
Suntrust Investment Services, INC.
May 2014 - December 2016 · 2 yrs 7 mos
Bb&t Investment Services, INC.
October 2013 - May 2014 · 7 mos
Bb&t Investment Services, INC.Broker
October 2013 - May 2014 · 7 mos
Morgan Stanley
October 2012 - September 2013 · 11 mos
Morgan StanleyBroker
October 2012 - September 2013 · 11 mos
Morgan Stanley Smith BarneyBroker
May 2012 - July 2012 · 2 mos
State Registrations14 states
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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.
Keith Kline - Financial Advisor | TrueAdvisor