Kevin Michael Donovan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
1 stateRegistered 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.
- Raymond James Financial Services Advisors, Inc.Feb 2024 to now
- Raymond James Financial Services, Inc.Feb 2024 to now
- Columbia Wealth AdvisorsOct 2023 to now
- Umpqua BankOct 2023 to now
- Cetera Investment Advisers LLCFeb 2020 to Oct 2023
- Cetera Investment Services LLCFeb 2020 to Oct 2023
- Columbia BankMar 2018 to Oct 2023
- RBC Capital Markets LLCJan 2017 to Mar 2018
- Yellowstone Partners, LLCOct 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 3073452
- Firm CRD
- 149018