Kathy Britton
Kathy Britton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 27 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
Lubbock, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathy works as a Private Banker for City Bank, assisting customers with deposit and credit needs, dedicating about half of her time. She also supports City Bank Wealth Management, spending about a quarter of her time in a similar role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dain Rauscher IncorporatedBroker
Lowell & Company, INC.Broker
State Registrations12 states
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