Katherine O'learyCRD Number: 6072459
Current Firm: Raymond James & Associates, Inc.
Katherine O'leary (CRD# 6072459) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Raymond James And Associates||San Diego, CA||Apr 2014 - Current||3|
|D.a. Davidson & Company||San Diego, CA||Nov 2013 - Apr 2014||< 1|
|Crowell, Weedon & Company||San Diego, CA||Jan 2012 - Nov 2013||1|
|San Diego State University||San Diego, CA||Aug 2011 - Jan 2012||< 1|
|Heartland Ranch||San Diego, CA||Jul 2011 - Aug 2011||< 1|
|Crowell, Weedon & Company||Los Angeles, CA||Jun 2011 - Jul 2011||< 1|
|San Diego State University||San Diego, CA||Aug 2008 - Jun 2011||2|
|Patrick Henry High School||San Diego, CA||Sep 2004 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
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