Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowChad Katunar is a financial advisor with Raymond James (USA) Ltd., holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked with Bear Street Financial Group Inc. and IPC Investment Corporation. Chad is also involved with Raymond James Financial Planning Ltd., focusing on insurance and estate planning. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional accounts. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
2 years of industry experience
Raymond James (USA) Ltd
2024 - Present • 2 years
Victoria, Bc
Raymond James Financial Planning Ltd.
2023 - Present • 3 years
Victoria, Bc
Raymond James Ltd.
2023 - Present • 3 years
Victoria, Bc
Bear Street Financial Group Inc.
2021 - 2023 • 2 years
Banff
IPC Investment Corporation
2021 - 2023 • 2 years
Mississauga
Bear Street Financial
2021 - 2023 • 2 years
Banff
Earl's Restaurant
2021 - 2021 • 1 year
Banff
Unemployed
2018 - 2021 • 3 years
Victoria
BCIMC
2017 - 2018 • 1 year
Victoria
University of Notre Dame
2013 - 2017 • 4 years
Notre Dame, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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