Katherine White-Hartman
Katherine White-Hartman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meadville, PA, with 2 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
911 Diamond Park, Meadville, PA, 16335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine owns K. L. White-Hartman, where she writes and publishes books and does occasional speaking events since 2018. This takes about 10-20% of Katherine's time and is not finance related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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