Kevin Randy James
Investment adviser representative at Advice and Planning Services
20 yearsExperience
4 statesRegistered in
CFADesignation
$37.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2025 to now
- TIAAJul 2018 to now
- UnemployedJan 2017 to Jul 2018
- Blackrock Investment Management, LLCSep 2006 to Jan 2017
- Blackrock Investments, Inc.Sep 2006 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (AL, AZ, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2434024
- Firm CRD
- 20472