Kelly R Purdum
Investment adviser representative at Raymond James Financial Services Advisors, Inc
6 yearsExperience
2 statesRegistered 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
6 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2022 to now
- Bank of ColoradoJun 2022 to now
- Bank of Colorado Investment ServicesMar 2022 to now
- Raymond James Financial Services, IncMar 2022 to now
- Northwestern Mutual Investment Services LLCJan 2022 to Mar 2022
- Michael A MathiasDec 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Dec 2021
- Porter CreekMay 2018 to Dec 2018
- Lindsay RuleSep 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, WY).
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
- 6952164
- Firm CRD
- 149018