KM
KM

Kevon Musgrove

3 Years of Experience
Clearwater, FL
Broker

Kevon Musgrove is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 3 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

28050 US Highway 19, Suite 401, Clearwater, FL, 33761

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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

Kevon works as a financial advisor and associate/employee for CN Wealth Management/Keybridge Wealth Management since January 2024. This takes about half of Kevon's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2023 - Present · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2023 - November 2023 · 8 mos
Florida Financial Advisors, LLC
December 2022 - November 2023 · 11 mos
State Registrations20 states
ALAZCOFLGAILINMAMDMONCNJNYOHPASCTXVAWAWI
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.