Stephen Kimmel, financial advisor Beaver PA
93 score

Stephen Kimmel

CRD Number: 5397407
Current Firm: Raymond James & Associates, Inc.

Stephen Kimmel (CRD# 5397407) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beaver, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaver, PA Jul 2007 - Current 9
Summit Advanced Marketing Pittsburgh, PA Mar 2007 - Jul 2007 < 1
Unemployed Ellwood City, PA Dec 2006 - Mar 2007 < 1
Westminster College New Wilmington, PA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Stephen A. Kimmel
Phone Number: 727-567-1000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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