KR
CFP
KR
CFP

Kevin Rorie

7 Years of Experience
St. George, UT
Broker

Kevin Rorie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. George, UT, with 7 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

254 S 1470 E Ste 101, St. George, UT, 84790

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is a director, finance/investment committee member, and board member for the Kayenta Arts Foundation, spending a few hours per week in these roles. He is also named as a successor trustee and works as an associate/employee at Voyager Wealth Advisors, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2018 - Present · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2018 - Present · 7 yrs 9 mos
State Registrations24 states
AKAZCACOFLGAHIIDILKSMEMIMNMTNCNVOHOKORPATXUTWAWY
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.