Kim Shechtman

4 Years of Experience

Miami, FL

1 DisclosureBroker

Kim Shechtman is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

Miami, FL

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History

Regulatory History (1)

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Financial

September 2020

Final

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Other Business Activities

Kim is a board member and finance/investment committee member for Kristi House Children's Advocacy Center since March 2023, dedicating a few hours per week. Kim assists with planning, messaging, organizational management, and financial stability for the non-profit organization.

Employment History

Current Registrations

Raymond James & Associates, INC.

November 2021 - Present · 4 yrs 10 mos

Raymond James & Associates, INC.

October 2021 - Present · 4 yrs 11 mos

Raymond James & Associates, INC.Broker

October 2021 - Present · 4 yrs 11 mos

State Registrations9 states

ALCACOFLGANCNYVAWY

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.

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