Keith C Kopperud

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

• 09/2006 → Present
  Raymond James Financial Services Inc.
  Tampa, FL
• 07/2017 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL

Previous Registrations

• 2009-03-26 → 2016-03-01
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Tampa, FL
  Tampa, FL
• 2006-09-25 → 2009-10-10
  Raymond James Financial Services, Inc.
  St Petersburg, FL
  Tampa, FL
• 2006-04-06 → 2006-08-09
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-04-04
• S63 Uniform Securities Agent State Law Examination
  2005-02-01

Other Names

• Keith Christopher Kopperud