Kate Gregory walker
Investment adviser representative at Rai Wealth Management
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$159.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Rai Wealth ManagementOct 2020 to now
- Gregory Advisors Inc.Jul 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rai Wealth Management
Legal name: Richey Advisors, Inc.
$159.7MAssets managed
247Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2418671
- Firm CRD
- 277137