Everette Steelman Ketchum

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Columbia, SC
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Columbia, SC
• 04/2022 → Present
  Raymond James Financial Services, Inc.
  Columbia, SC
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Columbia, SC
• 04/2022 → 03/2023
  Concurrent Advisors
  Columbia, SC
• 04/2022 → 03/2023
  Not Provided
  Columbia, SC

Previous Registrations

• 2003-01-24 → 2022-04-27
  Wells Fargo Clearing Services, Llc
  Bamberg, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Saint Matthews, SC
  Leesville, SC
  Greenville, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Lexington, SC
  Columbia, SC

Other Businesses

(1)Name of Business: KBBS Investments LLC Address: 274 Furman Farm Place, Daniel Island, SC, 29492, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be an investor in an LLC which is being created to purchase investment real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1996-11-22

Other Names

• Everette S Ketchum