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.
At a glance
Services through Raymond James & Associates
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowRaymond James & Associates, Inc.Current firm
- Mar 2023 – Apr 2023Equitable Advisors, LLCPreviously
- 2014 – 2019T. Rowe Price Advisory Services, Inc.Previously
Contact Chad
(727) 567-1000Raymond James & Associates main office 880 Carillon ParkwaySt. Petersburg, FL 33716Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.