Kathleen Manickas
Kathleen Manickas is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Beaver, PA, with 4 years of industry experience. Kathleen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
1069 Third Street, Beaver, PA, 15009
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Kathleen is a Parish Council Member at Kimisis Tis Theotokou Greek Orthodox Church since 2016, dedicating minimal time. She is also the Executrix of the Estate of Mary Ellen Rahner and Trustee of a Testamentary Trust, and holds a Health Care POA for Robert H. Rahner, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations35 states
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
More Advisors
- Stephen KimmelRaymond James & Associates, INC.
- Michael Champ, CFPRaymond James & Associates, INC.
- Quinn Mccracken, CFPRiver's Edge
- Jake Mccracken, CFPRiver's Edge
- Nicholas Raught, CFPThree Cord True Wealth Management, LLC
- Robert Graham, CFPDinuzzo Private Wealth, INC.