Katy Cottle
Katy Cottle is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 20 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
319 Manufacturers Road, Chattanooga, TN, 37405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katy works as a sales assistant at FirstBank and FirstBank Investment Partners since 2022. She dedicates about half of her time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Horizon Advisors, INC.Broker
State Registrations2 states
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