Kevin Hardee, financial advisor Memphis TN
92 score

Kevin Hardee

CRD Number: 6235280
Current Firm: Raymond James Financial Services Advisors, Inc.

Kevin Hardee (CRD# 6235280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Memphis, TN and has over 3 years of experience in the finance industry. Kevin Hardee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Memphis, TN Feb 2015 - Current 1
Michael D. Swain Memphis, TN Feb 2015 - Current 1
Raymond James Financial Srevices, Inc. Memphis, TN Jan 2015 - Current 1
Suntrust Bank Nashville, TN May 2013 - Jan 2015 1
Shire Pharmaceuticals Hernando, MS Mar 2012 - May 2013 1
Regions Bank/morgan Asset Management Memphis, TN May 2007 - Mar 2012 4
Pike Family Nuseries Birmingham, AL Mar 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kevin M. Hardee
Phone Number: 727-567-5877
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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
92
Clean Record
This advisor has a clean track record with regulators.

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