Kathren Wills
Kathren Wills is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sammamish, WA, 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
Sammamish, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathren owns multiple rental real estate properties and a commercial condo/parking space. She also works as a financial advisor for First Tech Federal Credit Union and Addison Avenue Investment Services, dedicating about half her time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations17 states
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