Katherine Robinson
Katherine Robinson is a registered investment advisor at Raymond James & Associates, INC., based in Carlsbad, CA, with 13 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.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
5800 Armada Dr, Ste 100, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations22 states
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