Steven Dale Kellough

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:

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

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Tuscaloosa, AL

Previous Registrations

• 2004-10-28 → 2013-02-13
  Morgan Keegan & Company, Llc
  Oneonta, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

(1) Name of Business: The Bourbon Club of Tuscaloosa Address: Lake Side Dr, Tuscaloosa, AL, 35406, United States Activity Type: Non profit Position/Title: Advisory Board, Officer - President Investment Related: No Start Date: 02/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ensure compliance with alcohol guidelines and appropriate behavior, and lead charity focus.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-26

Other Names

• Steve Kellough