KF
KF

Kevin Fanning

46 Years of Experience
Schaumburg, IL
Broker

Kevin Fanning is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Schaumburg, IL, with 46 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

917 Plum Grove Rd., Ste. A, Schaumburg, IL, 60173

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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

Kevin is an owner of Fanning Investment Partners, Inc. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 2005 - January 2009 · 3 yrs 10 mos
RBC Dain Rauscher INC.
May 2002 - April 2005 · 2 yrs 11 mos
RBC Dain Rauscher INC.Broker
March 1998 - April 2005 · 7 yrs 1 mo
Dain Rauscher IncorporatedBroker
May 1997 - March 1998 · 10 mos
Principal Financial Securities,inc.Broker
February 1993 - May 1997 · 4 yrs 3 mos
Dain Bosworth IncorporatedBroker
May 1992 - February 1993 · 9 mos
Kemper Securities Group, INC.Broker
September 1990 - May 1992 · 1 yr 8 mos
Blunt Ellis & Loewi IncorporatedBroker
August 1988 - September 1990 · 2 yrs 1 mo
Bear, Stearns & CO. INC.Broker
January 1986 - August 1988 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
July 1982 - January 1986 · 3 yrs 6 mos
A. G. Becker IncorporatedBroker
April 1980 - July 1982 · 2 yrs 3 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - May 1980 · 4 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
January 1980 - January 1980 · 0 mos
State Registrations18 states
AZCACOFLGAIDILINMDMIMONJNYPATNTXVAWI
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.
Kevin Fanning - Financial Advisor | TrueAdvisor