Best Investors Account Sign in

Kevin Joseph Morrison

Raymond James & Associates, Inc.

Loves Park, IL

New Lisbon, WI

CRD 4675218

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-10-07
TX RA APPROVED_RES 2022-03-17
IL RA APPROVED 2007-07-06
  • WI RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED_RES
    Since 2022-03-17
  • IL RA
    APPROVED
    Since 2007-07-06

Branch Locations

4443 Marsh Hawk Drive, Loves Park, IL 61111 • United States

New Lisbon, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Loves Park IL 07/2007 Present
Previous Registrations
  • 2003-08-25 → 2007-07-10
    A. G. Edwards & Sons, Inc.
    Rockford, IL
    Rockford, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-22
  • S66 Uniform Combined State Law Examination
    2003-08-22
Other Names
  • Kevin Joseph Morrison
  • Kevin Joseph Morrison

View on SEC IAPD

Nearby Firms

KLAAS FINANCIAL ASSET ADVISORS, LLC.
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

CRAIG JARED KLAAS
Morgan Brittni Tegeler
Rachael Clara Herold-Plakut

Nearby Offices

KLAAS FINANCIAL ASSET ADVISORS, LLC. · LOVES PARK, IL
LPL FINANCIAL LLC · LOVES PARK, IL
LPL FINANCIAL LLC · LOVES PARK, IL

More in Loves Park, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor