KH
KH

Katherine Horner

10 Years of Experience
Eagle, ID
1 DisclosureBroker

Katherine Horner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eagle, ID, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

47 E Riverside Dr, Eagle, ID, 83616

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History

Regulatory History (1)
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Judgment / Lien
January 2026
Other Business Activities

Katherine works as an independent contractor for EnvironmentControl, a commercial cleaning company, dedicating about a quarter of her time. She also works as an Uber driver, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Truist Advisory Services, INC.
July 2022 - December 2024 · 2 yrs 5 mos
Truist Investment Services, INC.Broker
June 2022 - December 2024 · 2 yrs 6 mos
Campbell Wealth Management, INC.
March 2020 - September 2021 · 1 yr 6 mos
Madison Avenue Securities, LLCBroker
February 2020 - September 2021 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
April 2016 - October 2019 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - October 2019 · 3 yrs 6 mos
UBS Financial Services INC.
May 2014 - May 2016 · 2 yrs
UBS Financial Services INC.Broker
April 2014 - May 2016 · 2 yrs 1 mo
State Registrations1 state
ID
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.