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Raymond Lyle Kean

Newedge Advisors

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About Raymond Lyle Kean

Raymond Kean is a financial advisor at Newedge Advisors. He is a registered representative of the firm and has been in the industry since 1995. Raymond holds licenses in several states. He is also a registered investment advisor. Raymond Kean has been in the business for over 25 years. His previous roles at Citigroup Global Markets and First Chicago NBD demonstrate his wide-ranging experience. He is committed to delivering personalized financial advice to individuals, businesses, and retirement plans.

Firm Information

Raymond Kean is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Kean’s Registration & Firm History

IL

11/01/2021 - Present

Newedge Advisors (Barrington IL)

IL

05/29/2007 - 12/17/2009

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

07/07/1999 - 05/29/2007

CITICORP INVESTMENT SERVICES (WINNETKA IL)

IL

02/01/1999 - 07/09/1999

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

10/03/1997 - 02/01/1999

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

NY

01/30/1995 - 10/07/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 10 public disclosures for Raymond Lyle Kean. Review regulatory record here.
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