KM
CFP
KM
CFP

Katelyn Murray

10 Years of Experience
Rockville, MD
Broker

Katelyn Murray is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 10 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

15245 Shady Grove Rd, Suite 240, Rockville, MD, 20850

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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
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Brooklyn Fi, LLC
February 2022 - November 2022 · 9 mos
Kendall Capital Management
December 2020 - January 2022 · 1 yr 1 mo
Woodbury Financial Services, INC.Broker
May 2015 - November 2020 · 5 yrs 6 mos
State Registrations5 states
DCILMDNCVA
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.