Advisor at Raymond James Financial
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Location
Carrabasset Valley, ME
Credentials
CFP®, Series 66
Industry experience
17 years
Kimberley Mondonedo is a CFP® with 17 years of experience at Raymond James Financial Services Advisors, Inc. She has worked with Raymond James since 2008. Outside of her advisory role, she is writing a personal memoir. She also serves on the Finance Committee for the Town of Topsham, Maine. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad affiliate network.
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%
Carrabasset Valley, ME
Maine · Texas
Raymond James Financial Services Advisors, INC.
2009 - Present (17 years)
Raymond James Financial Services, INC.
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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