Kim Lee Mcconeghy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 12/2025
  Raymond James & Assocites
  Fort Wayne, IN
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Garrett, IN
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Garrett, IN

Previous Registrations

• 2009-08-26 → 2025-12-31
  Raymond James & Associates, Inc.
  Garrett, IN
  St. Petersburg, FL
  Fort Wayne, IN
  Ft. Wayne, IN
  Garrett, IN

Exams

• S66 Uniform Combined State Law Examination
  2009-08-25

Other Names

• Kim Lee Hippenhammer