KP
CFP
KP
CFP

Kathryn Parkins

24 Years of Experience
Indianapolis, IN
Broker

Kathryn Parkins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 24 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

3515 E 96th St, Indianapolis, IN, 46240

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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.

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Other Business Activities

Kathryn is the proprietor of Executive Financial Planning Inc, Executive Tax Prep, and GK Designs, Inc, and a partner in K & J Realty Holdings LLC-S. These activities require minimal time commitment, with K & J Realty Holdings LLC-S being investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2017 - Present · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
November 2007 - February 2017 · 9 yrs 3 mos
Raymond James & Associates, INC.
November 2007 - February 2017 · 9 yrs 3 mos
Wachovia Securities, LLC
July 2003 - November 2007 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
July 2003 - November 2007 · 4 yrs 4 mos
Prudential Securities Incorporated
September 2002 - July 2003 · 10 mos
Prudential Securities IncorporatedBroker
August 2002 - July 2003 · 11 mos
Foresters Equity Services, INC.Broker
March 2002 - June 2002 · 3 mos
Conseco Equity Sales, INC.Broker
August 2001 - January 2002 · 5 mos
State Registrations35 states
AKALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMIMNMONCNMNVNYOHSCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.