Richard Kegley
Richard Kegley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bristol, VA, 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
Firm Size
IM Fee
Assets Under Management
Location
125 Walling Rd, Bristol, VA, 24201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard owns commercial rental property and is an employee at Emory and Henry University, where he analyzes financial data, taking about half his time. He also serves as treasurer and board member for Pathways Pregnancy Resource Center, dedicating minimal time, and is the treasurer and a financial advisor at Trinitas Wealth Management, LLC, dedicating about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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