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Kenny Kelarek

8 Years of Experience
Killeen, TX
BrokerSells Insurance

Kenny Kelarek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Killeen, TX, with 8 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

2100 Trimmer Road, Suite 105, Killeen, TX, 76541

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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 ActivitiesSells Insurance

Kenny provides football officiating services and is an associate/employee financial advisor at Oak Crest Advisors, LLC. He is also an agent at Oak Crest Insurance Agency, focusing on non-variable insurance.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 7 mos
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Edward Jones
October 2017 - December 2020 · 3 yrs 2 mos
Edward JonesBroker
September 2017 - December 2020 · 3 yrs 3 mos
State Registrations23 states
AKALARAZCACOFLGAKSKYMDMNMONCNDOKSCSDTNTXVAWAWY
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.