Brandon Kegley
Brandon Kegley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bristol, VA, with 10 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
125 Walling Rd, Bristol, VA, 24201
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is an insurance agent since 2019, dedicating minimal time to this activity. He also owns rental real estate and spends a few hours per week managing the office building used for his advisory business. Brandon is also the owner of Trinitas Wealth Management, dedicating about half of his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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
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