KC
KC

Karen Coyne

25 Years of Experience
Hagerstown, MD
1 DisclosureBroker

Karen Coyne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hagerstown, MD, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

12920 Conamar Drive, Suite 202, Hagerstown, MD, 21742

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History

Regulatory History (1)
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Customer Dispute
March 2007
Denied
Other Business Activities

Karen is an author, working on two books, and spends a few hours per week on each. She also owns Clarity Planning, Fresh Events, and Jones Investment Partners, dedicating about half of her time to Clarity Planning and a few hours per week to the other two.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2007 - Present · 19 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
Edward Jones
February 2007 - March 2007 · 1 mo
Edward JonesBroker
October 2000 - March 2007 · 6 yrs 5 mos
State Registrations15 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.