Katherine MartinCRD Number: 6563534
Current Firm: Raymond James & Associates, Inc.
Katherine Martin (CRD# 6563534) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 3 years of experience in the finance industry.
Bergland Wealth Management, Inc.
|Raymond James & Associates, Inc.||Jackson, MS||Sep 2019 - Current||2|
|Bbva Wealth Solutions, Inc.||Birmingham, AL||May 2018 - Current||3|
|Compass Bank||Birmingham, AL||May 2017 - Current||4|
|Bbva Securities Inc.||Birmingham, AL||May 2017 - Current||4|
|Unemployed||Tuscaloosa, AL||Feb 2017 - Apr 2017||< 1|
|Triad Advisors, Inc.||Birmingham, AL||Sep 2015 - Jan 2017||1|
|Meld Financial||Cahaba Hts, AL||Aug 2015 - Jan 2017||1|
|Alabama Credit Union||Tuscaloosa, AL||Apr 2015 - Aug 2015||< 1|
|Boys & Girls Club Of West Al||Tuscaloosa, AL||May 2012 - Aug 2015||3|
|Full Time Student||Tuscaloosa, AL||Sep 2011 - Aug 2015||3|
|The University Of Alabama||Tuscaloosa, AL||Sep 2011 - Aug 2015||3|
|Cahaba Wealth Management||Birmingham, AL||May 2015 - Jul 2015||< 1|
|The University Of Alabama, College Of Hes||Tuscaloosa, AL||Aug 2014 - May 2015||< 1|
|Alabama Credit Union||Tuscaloosa, AL||Jun 2014 - Aug 2014||< 1|
|Alabama Credit Union||Tuscaloosa, AL||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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