Katie Sessions
Katie Sessions is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 6 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
4641 W. US Highway 90, Lake City, FL, 32055
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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.
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Katie is affiliated with Odom Moses & Company, an accounting/CPA firm, but has no responsibilities there. She is compensated by OMC for services to the Raymond James branch, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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