ChooseAFinancialAdvisor.com
Advisors / Florida / St. Petersburg
30yrs

Chad Kimble

Financial advisor at Raymond James & Associates

Chad Kimble is a fiduciary financial advisor in St. Petersburg, Florida, with 30 years in the industry. Chad joined Raymond James & Associates in 2023, after less than a year at Equitable Advisors and four years at T. Rowe Price Advisory Services. Chad’s designations include CFP® and ChFC.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FL 33716CFP®ChFCTop 12% by experience in St. PetersburgFiduciary advisor
Call the officeDirections

At a glance

Experience30 years (since 1997)
How that compares ?Top 12% by experience in St. Petersburg
Office880 Carillon Parkway, St. Petersburg, FL 33716
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Mar 2023 – Apr 2023
  3. 2014 – 2019

Questions to ask Chad

Tailored to Chad’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Chad

How do I contact Chad?

Call Raymond James & Associates at (727) 567-1000 and ask for Chad Kimble. Chad works from the St. Petersburg, FL office.

How long has Chad been a financial advisor?

Chad has been in the industry since 1997, about 30 years. Top 12% by experience in St. Petersburg.

What licenses does Chad hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Chad a fiduciary?

Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Chad paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Chad for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Antonetti Capital Management
46yrs
Robert Johnston
Financial advisor
721 First Avenue North
St. Petersburg, FL 33701
Top advisor by experience in St. Petersburg
Fiduciary
Call Directions
Raymond James & Associates
44yrs
Mary Nelson
Financial advisor
880 Carillon Parkway
St. Petersburg, FL 33716
Top 1% by experience in St. Petersburg
Fiduciary
Call Directions
Asset Advisory Group
44yrs
Belinda Sheffield
Financial advisor
St. Petersburg, FL
Top 1% by experience in St. Petersburg
InvestingManager selection
Call Directions
Raymond James & Associates
44yrs
Dennis Zank
Financial advisor
200 Central Avenue 24th Floor
St. Petersburg, FL 33701
Top 1% by experience in St. Petersburg
PlanningInvesting
Call Directions
Raymond James & Associates
43yrs
Francis Godbold
Financial advisor
880 Carillon Parkway
St. Petersburg, FL 33716
Top 1% by experience in St. Petersburg
PlanningInvesting
Call Directions
Amuni Financial
43yrs
Mark Donohue
Financial advisor
720 Second Avenue South
St. Petersburg, FL 33701
Top advisor by experience at Amuni Financial
Fiduciary
Call Directions

See all advisors near St. Petersburg