Katherine Egan is a registered investment advisor at Raymond James & Associates, INC., based in Walnut Creek, CA. 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
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Assets Under Management
Fee Structure
Location
2999 Oak Road Suite 1030, Walnut Creek, CA, 94597
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a board member and acting secretary of Grateful Gatherings, a nonprofit organization that helps families find homes and transition out of homelessness, since November 2024. She dedicates a few hours per week to this non-investment-related activity, supporting operations and fundraising.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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