Kathy Barrett (CRD# 2993818) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashville, TN and has over 22 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Nashville, TN | Oct 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | Nashville, TN | Sep 2016 - Current | 7 |
| Grahampton Wealth Management | Nashville, TN | Sep 2016 - Current | 7 |
| Ubs Financial Services Inc. | Nashville, TN | Aug 2000 - Sep 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- TN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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