Kathleen Berne
Kathleen Berne is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, with 12 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.
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Fee Structure
Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Investments
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 states
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