KW
KW

Katherine Weaver

5 Years of Experience
Vero Beach, FL
Broker

Katherine Weaver is a registered investment advisor at Raymond James & Associates, INC., based in Vero Beach, FL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

582 Beachland Blvd., Suite 200, Vero Beach, FL, 32963

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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 & Associates, INC.
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
May 2022 - March 2023 · 10 mos
Morgan StanleyBroker
May 2022 - March 2023 · 10 mos
Oppenheimer & CO. INC.
December 2020 - April 2022 · 1 yr 4 mos
Oppenheimer & CO. INC.Broker
June 2020 - April 2022 · 1 yr 10 mos
State Registrations1 state
FL
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.
Katherine Weaver - Financial Advisor | TrueAdvisor