Kathryn Bogle
Kathryn Bogle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Doylestown, PA, with 25 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
875 N. Easton Road, Suite 2, Doylestown, PA, 18902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathryn is an associate/employee at SGI, where she works as an administrative assistant to a financial advisor. She dedicates minimal time to this role, primarily for payroll purposes.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
State Registrations25 states
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