Catalina Hensel
Catalina Hensel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, FL, with 9 years of industry experience. Catalina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2395 North Courtenay Pkwy, Suite 201, Merritt Island, FL, 32953
Get directionsHistory
Regulatory History (1)
Criminal
September 2001Other Business Activities
Catalina is a managing member of CNB Consulting LLC, but has no responsibilities in the business and dedicates minimal time to it. She also works as a financial advisor for Crossleyshear, dedicating about half her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations12 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.
Exams
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