Katherine Horner
Katherine Horner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eagle, ID, with 11 years of industry experience. Katherine 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
47 E Riverside Dr, Eagle, ID, 83616
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2026Judgment / Lien
June 2026Judgment / Lien
January 2026Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Campbell Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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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