Katherine Moran
Katherine Moran is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Harrisonburg, VA, with 28 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
4149 Quarles Court, Harrisonburg, VA, 22801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a member of Franklin Street, LLC, KathMar Properties, LLC, and Ott Street, LLC, all rental real estate businesses. She also owns Kathy Moran Financial Planning and Investments, LLC and Kathy Moran Wealth Group, and is a co-trustee for MORAN 401K; MORAN, KATHY & MARCIE HARRIS, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sunamerica Securities, INC.Broker
State Registrations26 states
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