Kellen P Hoke
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Raymond James & Associates, Inc.Jun 2025 to now
- Morgan StanleyApr 2025 to May 2025
- Michael Waltrip's TaproomFeb 2025 to Mar 2025
- Job SearchingJan 2025 to Jan 2025
- Charlotte National Whitewater CenterJun 2024 to Dec 2024
- University of TampaOct 2023 to May 2024
- Virginica Carbon CaptureJul 2023 to Sep 2023
- Mutual of OmahaApr 2023 to Sep 2023
- Safeway ValetApr 2023 to Sep 2023
- University of TampaFeb 2022 to Mar 2023
- Lululemon AthleticaJun 2021 to Jan 2022
- Oki Golf - Plateau ClubJun 2021 to Aug 2021
- University of UtahSep 2020 to May 2021
- Home DepotJun 2020 to Aug 2020
- University of UtahSep 2019 to May 2020
- Seattle Starz Lacrosse ClubJun 2017 to Sep 2021
- Washington Lacrosse Officials AssociationFeb 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8068085
- Firm CRD
- 705