Lexington, KY Sir Barton Way Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
2452 Sir Barton Way, Suite 204
Lexington KY 40509
Advisors at this office
3
Advisors at this office
Andrew T
Series 66
Lexington, KY
Raymond James Financial
Andrew Turner is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. He has worked with Raymond James Financial Services Advisors since 2021 and also manages office operations at Kinnett Borough Financial Group and Oakcrest Advisors in Lexington, KY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.
Bradley B
Series 66
Lexington, KY
Raymond James Financial
Bradley Borough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services before joining Raymond James in 2020. Borough is also the owner of Kinnett Borough Financial Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.
Micah K
CFP®, Series 66
Lexington, KY
Raymond James Financial
Micah Kinnett is a CFP® professional with 15 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. He is a co-owner of Kinnett Borough Financial Group and also works as a financial advisor with Oak Crest Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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