Katherine Gualano Brian
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
11 years in the industry.
- Raymond James & Associates, Inc.Oct 2024 to now
- Rankin County Chamber of CommerceSep 2023 to Oct 2024
- No Employment (student)Oct 2022 to Jul 2023
- Walt Disney CompanyApr 2022 to Sep 2022
- StudentJun 2021 to Mar 2022
- Mudbugs 042Mar 2017 to May 2021
- StudentSep 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MS).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7989924
- Firm CRD
- 705