Katie Loyet
Katie Loyet is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 4 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
14951 Dallas Parkway Suite 820, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katie works as an associate/employee at Munn Gray & Associates, assisting existing clients with their financial goals through financial planning. This takes about half of Katie's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations4 states
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