Scott Kenneth Kauffman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 yearsExperience
1 stateRegistered 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
23 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2023 to now
- Advisors Financial CenterMay 2023 to now
- Wilson Realty CoJan 2021 to now
- Superior School of Real EstateMay 2020 to Oct 2020
- Klaussner Furniture Industries, Inc.Feb 2017 to Jun 2023
- Klaussner Corporate Services, Inc.Jul 2003 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7729829
- Firm CRD
- 149018