Kathleen Muldoon
Kathleen Muldoon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 46 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
12222 Merit Dr., Ste. 1800, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Kathleen is involved with several non-profit organizations, primarily serving on finance and investment committees. She also works as an agent for Insurance Designers and UNUM, focusing on term insurance renewals.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Carter Advisory Services, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Preferential Brokerage INC.Broker
State Registrations16 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.