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Everette Steelman Ketchum

Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Apr 2022 to now
  2. Raymond James Financial Services, Inc.Apr 2022 to now
  3. Concurrent AdvisorsApr 2022 to Mar 2023
  4. Not ProvidedApr 2022 to Mar 2023
  5. Wells Fargo Clearing Services, LLCNov 2016 to Apr 2022
  6. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
2816609
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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