Kellie Irene Ettlin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Owens Estate & Wealth Strategies GroupJul 2020 to now
- Sierra Foothill Asset Management, Inc.Jun 2020 to now
- Raymond James Financial Services Advisors, IncMar 2019 to now
- Raymond James Financial Services, IncAug 2018 to now
- Price Water House Coopers, LLPJan 2017 to Jul 2018
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7008515
- Firm CRD
- 149018