Katie Chaney
Katie Chaney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chillicothe, MO, 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
891 Fairway Dr, Chillicothe, MO, 64601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katie owns a small hobby/craft business focused on graphic design and woodcrafts, dedicating minimal time to it. She is also an employee of Nibarger Investment Services, LLC, a support company, but her job functions are entirely for Raymond James and she has minimal responsibilities at Nibarger Investment Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations19 states
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