KT
CFP
KT
CFP

Kara Thorn

19 Years of Experience
Fort Myers, FL
Broker

Kara Thorn is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, FL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912

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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

Kara helps manage an Airbnb rental cabin owned by her family, dedicating a few hours per week. She is also associated with her husband's house flipping business, spending minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - October 2018 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - October 2018 · 12 yrs
State Registrations32 states
ARCACOCTFLGAIAILINKSKYLAMAMDMEMIMNMONCNJNMNYOHPASCTNTXUTVAWAWIWV
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.
Kara Thorn - Financial Advisor | TrueAdvisor