Richard Edward Kegley

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

• 02/2019 → 10/2019
  Wells Fargo Advisors
  Bristol, VA
• 02/2015 → 02/2019
  Berry Enterprises, Inc.
  Chilhowie, VA
• 10/2019 → 10/2021
  Raymond James Financial Services, Inc.
  Bristol, VA
• 10/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Bristol, VA
• 10/2019 → Present
  Trinitas Wealth Management, Llc
  Bristol, VA

Previous Registrations

• 2019-05-09 → 2019-10-10
  Wells Fargo Clearing Services, Llc
  Bristol, VA

Other Businesses

(1)Name of Business: Address: 386 Flatwood Acres Road, Chilhowie , VA, 24319, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 02/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Referral source of group health insurance (2)Name of Business: Building 4 One, Inc Address: 386 Flatwood Acres Road, Chilhowie, VA, 24319, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Commercial Rental Property (3)Name of Business: Trinitas Wealth Management, LLC Address: 125 Walling Road\n, Bristol, VA, 24201, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 10/07/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor and Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2019-05-09

Other Names

• Dickie Kegley
• Richard Kegley