Kevin Sorensen
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
10 years in the industry.
- Raymond James & Associates, Inc.Apr 2026 to now
- Tek Systems / Raymond JamesJul 2025 to Apr 2026
- MudflapMay 2025 to Apr 2026
- First Command Financial Services, IncMay 2025 to Jul 2025
- UnemployedFeb 2025 to May 2025
- Altruist Financial LLCSep 2024 to Feb 2025
- UnemployedAug 2024 to Sep 2024
- Robinhood Markets, IncJun 2022 to Aug 2024
- Robinhood Financial, LLCMay 2021 to Aug 2024
- Charles Schwab & Co., Inc.Jul 2016 to May 2021
- Charles Schwab BankJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5270633
- Firm CRD
- 705