Kathleen Whitsel
Kathleen Whitsel is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Painewebber INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
Barnett Investments, INC.Broker
First Union Brokerage Services, INC.Broker
Florida National Investment Services, INC.Broker
State Registrations30 states
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