KC
CFP
KC
CFP

Kathryn Collins

19 Years of Experience
Llano, TX
Broker

Kathryn Collins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Llano, TX, with 19 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

906 W Young Street, Suite 1, Llano, TX, 78643

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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 a committee member for Omni Montessori, attending quarterly meetings regarding endowment accounts, dedicating minimal time to this activity. She is also a partial owner and financial planner at The Malison Financial Group, LLC, spending about 10-20% of her time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2010 - Present · 15 yrs 5 mos
Raymond James Financial Services, INC.
October 2006 - Present · 19 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2006 - Present · 19 yrs 7 mos
State Registrations18 states
AZCACOFLGAINMDNCNMNYOHPASCTNTXUTVAWA
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.