Catherine Smith
Catherine Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, NC, 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
206 South Market Street, Madison, NC, 27025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is the owner of Living Stone, LLC, a support company, and spends minimal time on it. She also owns Proverbs 3:5 & 6 LLC, which owns the office building where her branch is located, and spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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