Kennie Allan Taylor

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

• 09/2015 → 01/2022
  Raymond James And Associates
  St Petersburg, FL
• 10/2015 → Present
  Next Generation Divorce
  Tampa, FL
• 04/2017 → Present
  Tampa Bay Free Dentistry Charity
  Tampa, FL
• 12/2018 → Present
  Ymca Of Greater St. Petersburg
  St. Petersburg, FL
• 01/2022 → Present
  Raymond James & Associates, Inc.
  Odessa, FL

Previous Registrations

• 2009-06-01 → 2015-09-25
  Morgan Stanley
  St. Petersburg, FL
• 2004-12-02 → 2009-06-01
  Citigroup Global Markets Inc.
  St. Petersburg, FL
  St. Petersburg, FL
• 1992-12-09 → 2004-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St Petersburg, FL

Other Businesses

(1)Name of Business: Next Generation Divorce Address: 449 S 12th St. Unit 506, Tampa, FL, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide impartial financial guidance & help create & evaluate financial options for people in divorce. Create spreadsheets & cash flow analysis; create models for options development, discussion & negotiation. Author and currently not being paid.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-16
• S63 Uniform Securities Agent State Law Examination
  1992-03-18