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        General Info
        Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago. Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
        Payment method
        amex, cash, check, discover, master card, visa
        Other Link

        website

        Categories
        Financial Planning Consultants, Banks

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        Details

        Phone: (972) 922-7890

        Address: 1101 Clearview Dr, Allen, TX 75002

        Website: website

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