Steven A Coyne

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

• 02/2015 → 06/2018
  Lyft
  Franklin, TN
• 04/2015 → 06/2018
  Uber
  Franklin, TN
• 02/2016 → 11/2018
  Jackson National Life Distributors, Llc
  Franklin, TN
• 11/2018 → 07/2023
  Lpl Financial Llc
  Williamsburg, KY
• 11/2018 → 07/2023
  Community Trust Bank
  Williamsburg, KY
• 07/2023 → Present
  Raymond James & Associates Inc.
  Williamsburg, KY
• 07/2023 → Present
  Raymond James Financial Services Advisors Inc.
  Williamsburg, KY
• 07/2023 → Present
  Raymond James Financial Services Inc.
  Williamsburg, KY

Previous Registrations

• 2019-01-03 → 2023-08-14
  Lpl Financial Llc
  Williamsburg, KY
  London, KY
  Middlesboro, KY
  Middlesboro, KY
  London, KY
  London, KY
  Corbin, KY
  Lafollette, TN
  Jacksboro, TN
  Williamsburg, KY
  Pineville, KY
  Middlesboro, KY
  Middlesboro, KY
  Clinton, TN
• 2011-02-24 → 2015-02-04
  Park Avenue Securities Llc
  Brentwood, TN

Other Businesses

(1) Name of Business: Address: 137 Rice St, Williamsburg, KY, 40769, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property is an accessory dwelling on my property. Responsibilities include listing property for rent, screening tenants, sending leases, collecting rent, property maintenance and repairs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-02
• S66 Uniform Combined State Law Examination
  2011-02-17

Other Names

• Steven Andrew Coyne