Douglas Katchen
Douglas Katchen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lakewood Ranch, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a partner in his wife's business, Appliance Repair of Lakewood Ranch, since 2021. He has no participation and dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Essex National Securities, INC.Broker
Essex National Securities, INC.Broker
Jmc Financial CorporationBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations1 state
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