Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Williamsburg, KY
Credentials
Series 65, Series 66
Industry experience
14 years
Steven Coyne is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 65 and Series 66 credentials and has 14 years of industry experience. His prior work includes roles at LPL Financial, Community Trust Bank, Jackson National Life Distributors, Uber, and Lyft. Raymond James Financial Services Advisors Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory services that leave final decision authority with clients.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Williamsburg, KY
Kentucky
Raymond James Financial Services Advisors Inc.
2023 - Present (3 years)
Raymond James & Associates Inc.
2023 - Present (3 years)
Raymond James Financial Services Inc.
2023 - Present (3 years)
LPL Financial
2018 - 2023 (5 years)
Community Trust Bank
2018 - 2023 (5 years)
Jackson National Life Distributors, LLC
2016 - 2018 (2 years)
UBER
2015 - 2018 (3 years)
LYFT
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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