Sonia Katyal
Sonia Katyal is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 29 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
601 Madison Street, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Regulatory
October 2000Other Business Activities
Sonia owns rental real estate property since 2015, dedicating minimal time to it. She is also the Treasurer for Madison County Medical Alliance, a non-profit organization, dedicating a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.