KM
KM

Kathleen Manickas

3 Years of Experience
Beaver, PA
Broker

Kathleen Manickas is a registered investment advisor at Raymond James & Associates, INC., based in Beaver, PA, with 3 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

1069 Third Street, Beaver, PA, 15009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.