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Katharine Ann Black

JAMES I. BLACK & COMPANY·LAKELAND, Florida
JAMES I. BLACK & COMPANY
311 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801CRD# 6400616Firm CRD# 1249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katharine Ann Black · LAKELAND, FL
Registration
CRD #6400616 · JAMES I. BLACK & COMPANY
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Katharine Ann Black is a registered financial advisor based in LAKELAND, Florida, affiliated with JAMES I. BLACK & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JAMES I. BLACK & COMPANY
JAMES I. BLACK & COMPANY
AUM
$132M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at JAMES I. BLACK & COMPANY →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
Regulatory
SEC/IARD CRD# 6400616
Firm CRD# 1249
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katharine Ann Black offer?
Katharine Ann Black specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Katharine Ann Black's credentials?
Katharine Ann Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katharine Ann Black located?
Katharine Ann Black is based in LAKELAND, Florida, working with JAMES I. BLACK & COMPANY. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Katharine Ann Black charge for services?
Katharine Ann Black's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES I. BLACK & COMPANY?
JAMES I. BLACK & COMPANY has approximately 9 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAMES I. BLACK & COMPANY

Gerald Leroy Black
LAKELAND, FL
Jennifer Leigh Black
LAKELAND, FL
Natasha Lynn Steadman
LAKELAND, FL
Stephanie Marie Black
LAKELAND, FL

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