Katherine Grimes
Katherine Grimes is a registered investment advisor at Raymond James & Associates, INC., based in Kirkland, WA, with 18 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
3500 Carillon Pt., Kirkland, WA, 98033
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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.Broker
Raymond James & Associates, INC.
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations4 states
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