Kathleen Coppola
Kathleen Coppola is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pawleys Island, SC, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
241-A Willbrook Blvd, Pawleys Island, SC, 29585
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen works as an agent for Thrive Wealth Partners LLC, selling Medicare, Medicaid, Affordable Care Act, and dental insurance. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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