KF
KF

Kevin Fitzpatrick

4 Years of Experience
Lynnville, IA
Broker

Kevin Fitzpatrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lynnville, IA, 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 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

413 East Street, Lynnville, IA, 50153

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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 works as a financial advisor for Fitzpatrick Financial Services, Inc., dedicating about half of his time to this role. A significant portion of this time occurs during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
State Registrations6 states
COCTIAMOTXVA
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.