Kathleen Godfrey (CRD# 2672217) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 28 years of experience in the finance industry.
CRD# 2853423
Albanyadvisor Group LLC
CRD# 6468527
Atlas Private Wealth Management, LLC
CRD# 4293316
Del-sette Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Godfrey Financial Associates, Inc. | Glenmont, NY | Dec 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- NY
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts579ACCOUNTS
-
Average Account Value$237,410
- 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
CA, LA, MA, NJ, NY
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