KP
KP

Karen Peterman

5 Years of Experience
Camden, AR
Broker

Karen Peterman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Camden, AR, with 5 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

1325 Highway 278 Bypass, Camden, AR, 71701

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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

Karen is an owner of Wilson Coker Meyers, LLC dba Wilson Coker Peterman Group, a support company for Raymond James Financial Services WCM, LLC. This activity takes about a quarter to half of Karen's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 6 mos
State Registrations11 states
ALARCACOFLILMOOKSCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.