Kevin Bryce Fredrickson

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

• 12/2010 → 05/2020
  Waddell & Reed Inc
  Lake Oswego, OR
• 05/2020 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, OR
• 05/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake Oswego, OR
• 05/2020 → Present
  Pdx Wealth Management
  Lake Oswego, OR

Previous Registrations

• 2012-02-10 → 2020-05-28
  Waddell & Reed
  Lake Oswego, OR
  Lake Oswego, OR
  Lake Oswego, OR
  Seattle, WA
• 2009-03-18 → 2010-04-07
  Waddell & Reed
  Lake Oswego, OR

Other Businesses

(1)Name of Business: PDX Wealth Management Address: 5885 Meadows Rd Ste 605, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 05/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Associate

Exams

• S66 Uniform Combined State Law Examination
  2009-02-25

Other Names

• Kevin Fredrickson