Katherine Morgan
Katherine Morgan is a registered investment advisor at Raymond James & Associates, INC., based in Peoria Heights, IL, 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 531,617 clients with $500B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
4541 N Prospect Road, Ste 400, Peoria Heights, IL, 61616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
State Registrations2 states
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