KT
KT

Katrina Timmons

9 Years of Experience
Saint Petersburg, FL
Broker

Katrina Timmons is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 9 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Katrina is a partner and owner of Speaker Shield LLC, a business in the marine industry that is not yet launched, and manages finances for it. She also manages QuickBooks for Timmons Catering LLC DBA Big Ts Smokehouse, and owns Timmons LLC, a non-operating holding company, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 7 mos
Raymond James Financial Services, INC.
February 2026 - Present · 7 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 7 mos
Previous Registrations
Raymond James & Associates, INC.
August 2023 - December 2025 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2023 - December 2025 · 2 yrs 4 mos
Pursuit Wealth Managment LLC
April 2021 - May 2022 · 1 yr 1 mo
Kovack Advisors, INC.
June 2019 - June 2020 · 1 yr
Kovack Securities INC.Broker
May 2019 - June 2020 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - June 2019 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
September 2014 - November 2016 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2014 · 1 yr 6 mos
State Registrations1 state
FL
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.
Katrina Timmons - Financial Advisor | TrueAdvisor