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Kendall M Vander meulen

Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Raymond James & Associates, Inc.Jan 2025 to now
  2. Embassy SuitesJul 2023 to now
  3. Fifth Third SecuritiesNov 2017 to Jan 2025
  4. Wells Fargo Clearing Services, LLCNov 2016 to Nov 2017
  5. Cascade Hills Country ClubSep 2016 to Jan 2019
  6. Wells Fargo Advisors, LLCMay 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
6170049
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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