KH
KH

Katherine Hagan

11 Years of Experience
Palm Harbor, FL
Broker

Katherine Hagan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Harbor, FL, with 11 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

Palm Harbor, FL

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.
October 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
November 2018 - August 2022 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
November 2018 - August 2022 · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2017 - August 2022 · 5 yrs
Raymond James Financial Services, INC.Broker
August 2017 - August 2022 · 5 yrs
Raymond James & Associates, INC.
August 2016 - July 2017 · 11 mos
Raymond James & Associates, INC.Broker
August 2016 - July 2017 · 11 mos
Raymond James Financial Services Advisors, INC
April 2015 - July 2016 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
February 2015 - July 2016 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
July 2013 - August 2014 · 1 yr 1 mo
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.
Katherine Hagan - Financial Advisor | TrueAdvisor