Kathryn E Courain

Avalan, LLC

15 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving

Avalan, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

287 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$488.9M

Fee Structure

Minimum Annual Fee:$10,000

Location

233 E Carillo, Suite B, Santa Barbara, CA, 93101

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Kathryn is the Operations Manager at FFR Financial & Insurance Services, LLC dba The JR Baker Group. This investment-related activity takes up Kathryn's full-time during trading business hours.

Employment History

Current Registrations

Avalan, LLC

January 2016 - Present · 10 yrs 1 mo

Previous Registrations

The J R Baker Group

October 2010 - February 2016 · 5 yrs 4 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.