Katherine Dehart is a registered investment advisor, based in Hunt Valley, MD, with 21 years of industry experience.
Location
11350 McCormick Road, Executive Plaza III, Suite 508, Hunt Valley, MD, 21031
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine is an insurance agent utilizing the sales desk and customer service of The Mettle Insurance Services agency, dedicating about 10-20% of her time. She is also an independent contractor and associate/employee for Accompany Wealth Partners, spending about half her time as a financial advisor, practice manager, and providing client services.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.