Kristin KehlCRD Number: 6547130
Current Firm: Raymond James & Associates, Inc.
Kristin Kehl (CRD# 6547130) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 2 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ace Wealth Management LLC
|Raymond James & Associates, Inc.||Port Charlotte, FL||Jun 2021 - Current||< 1|
|Rbc Capital Markets, LLC||Naples, FL||Aug 2015 - Jun 2021||5|
|Rbc Capital Markets, LLC||Naples, FL||Jun 2014 - Aug 2015||1|
|Big Fish Games||Seattle, WA||Aug 2012 - May 2014||1|
|Apple Valley Medical Clinic||Apple Valley, MN||Mar 2008 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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