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Nicholas Kilmurray

6 Years of Experience
Bozeman, MT
Broker

Nicholas Kilmurray is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bozeman, MT, with 6 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

1610 Ellis Street, Suite 3A, Bozeman, MT, 59715

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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

Nicholas is a partner in Big Sky Advisor Group PLLC, formed as part of a catastrophic/succession plan with other advisors. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 2019 - Present · 6 yrs 10 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.