Kellee C Leandre
Investment adviser representative at Raymond James Financial Services Advisors, Inc
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 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
20 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2023 to now
- Raymond James & Associates, IncApr 2023 to now
- Raymond James Financial Services, IncApr 2023 to now
- Minnesota Life Insurance CompanyFeb 2021 to Apr 2023
- Omni Financial ServicesFeb 2021 to Apr 2023
- Securian Financial Services IncFeb 2021 to Apr 2023
- Suntrust Advisory ServicesSep 2016 to Sep 2020
- Suntrust Investment Services, Inc.Nov 2015 to Sep 2020
- Kellee Leandre PaintingsJan 2006 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4981661
- Firm CRD
- 149018