Keith Embree
Keith Embree is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Marco Island, FL, with 10 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
606 Bald Eagle Drive #401, Marco Island, FL, 34145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith owns rental real estate in Tampa, dedicating minimal time to it. He also works as a financial advisor and provides administrative support for two companies, Family Wealth Planning Group (taking about a quarter to half of his time) and Family Wealth Tax Advisory (a few hours per week).
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Mercer Global Advisors INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations37 states
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