Caitlyn Salloum
Caitlyn Salloum is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport, CA, with 17 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
Newport, CA
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Caitlyn is a managing member of CRF Capital LLC, a commercial rental property LLC, and a manager for Key Capital Holdings, handling property maintenance and bookkeeping. She also dedicates about half her time as the owner/president of Key Wealth Management, the DBA for her Raymond James Financial Services business, and spends a few hours per week as an insurance agent for Lion Street.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations37 states
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.