Katie BrunoCRD Number: 6182203
Current Firm: Raymond James Financial Services Advisors, Inc.
Katie Bruno (CRD# 6182203) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Jan 2015 - Current||3|
|Raymond James Financial Services||St. Petersburg, FL||Jun 2014 - Current||3|
|Centerpoint Financial Group Inc.||Omaha, NE||May 2013 - Jan 2016||2|
|Raymond James Financial Services||Omaha, NE||Apr 2013 - Jun 2014||1|
|Student||Stuart/des Moines/omaha, IA||Jun 2004 - May 2014||9|
|Hy-vee||Omaha, NE||Sep 2009 - Aug 2013||3|
|Alegent Creighton Health||Omaha, NE||Nov 2011 - May 2013||1|
|Cbs Staffing, LLC||Urbandale, IA||Jul 2012 - Dec 2012||< 1|
|Wesley Acres||Des Moines, IA||May 2010 - Aug 2012||2|
|The Rusty Duck||Dexter, IA||Oct 2008 - May 2010||1|
|The Dexter Cafe||Dexter, IA||May 2009 - Aug 2009||< 1|
|Super 8 Motel||Stuart, IA||Jul 2008 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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