Katie Nicole Loyet
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2024 to now
- Raymond James Financial Services, Inc.Jul 2024 to now
- The Vanguard Group, Inc.Nov 2021 to Jul 2024
- Bank of AmericaJul 2020 to Nov 2021
- Wells Fargo AdvisorsSep 2019 to Apr 2020
- Wells Fargo AdvisorsJan 2018 to Dec 2018
- Bradley UniversityAug 2016 to Jun 2020
- Blackshor ServicesAug 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn 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
- 6904934
- Firm CRD
- 149018