Timothy Baine Kelley

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.
  Winter Park, FL

Previous Registrations

• 2009-10-20 → 2013-02-13
  Morgan Keegan & Company, Llc
  Winter Park, FL
  Orlando, FL
  Longwood, FL
• 2007-05-02 → 2009-10-15
  Colonial Asset Management Inc
  Orlando, FL
  Orlando, FL
  Montgomery, AL
• 2007-05-04 → 2009-10-12
  Uvest Financial Services Group, Inc.
  Orlando, FL
  Charlotte, NC
• 2003-03-03 → 2007-03-20
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2003-01-09
• S63 Uniform Securities Agent State Law Examination
  1994-03-18