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Kaleb Simington

6 Years of Experience
Memphis, TN
Broker

Kaleb Simington is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, 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

949 Shady Grove Rd S FL 2, Memphis, TN, 38120

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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

Kaleb works as an Investment Representative for Fountain Financial Group, Pinnacle Asset Management, and Pinnacle Financial Partners. He spends about 10-20% of his time on each of these roles.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
First Horizon Advisors, INC
November 2019 - August 2022 · 2 yrs 9 mos
First Horizon Advisors, INC.Broker
October 2019 - August 2022 · 2 yrs 10 mos
State Registrations11 states
ARCOFLGAKYMOMSNCORTNTX
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.