Katherine Lynn White-hartman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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, IncMay 2024 to now
- Raymond James Financial Services Inc.May 2023 to now
- Animal Hospital of MeadvilleNov 2022 to Jun 2023
- Cochranton MarketplaceJul 2022 to Nov 2022
- UberOct 2021 to Apr 2022
- Door DashMar 2020 to Oct 2021
- Palmiero ToyotaAug 2019 to Dec 2020
- King's Family RestaurantJul 2019 to Dec 2019
- Hoss's Family Steak and SeaNov 2017 to Aug 2019
- Puritan Financial CompaniesSep 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7754329
- Firm CRD
- 149018