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Peter Leland Ketchand

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFADesignation
$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

13 years in the industry.

  1. Sierra Foothill Asset Management, Inc.Jul 2020 to now
  2. dba - Owens Estate and Wealth Strategies GroupJun 2020 to now
  3. Raymond James Financial Services Advisors Inc.May 2014 to now
  4. Raymond James Financial Services, IncOct 2013 to now
  5. Owens Capital Asset Management dba Owens Estate and Wealth StratMar 2013 to Jun 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
6173531
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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