KL
CFP
KL
CFP

Katherine Labuda

18 Years of Experience
Allentown, PA
Broker

Katherine Labuda is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Allentown, PA, with 18 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
Loading...

Location

740 Hamilton Street, Suite 220, Allentown, PA, 18101

Get directions

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.

Learn about disclosures →
Other Business Activities

Katherine is involved with several non-profit organizations, including the Allentown Rotary Club SMILE Newsletter, DeSales University Presidents Council, and the Southern Lehigh Chamber of Commerce. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2013 - Present · 12 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2007 - Present · 18 yrs 5 mos
State Registrations16 states
AZCACODEFLILMDMONCNJNYORPASCTXVA
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.
Katherine Labuda - Financial Advisor | TrueAdvisor