Kathleen BoyleCRD Number: 6183322
Current Firm: Parcion Private Wealth LLC
Kathleen Boyle (CRD# 6183322) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 7 years of experience in the finance industry. Kathleen Boyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parcion Private Wealth Management||Bellevue, WA||Oct 2019 - Current||3|
|Ubs Financial Services||Bellevue, WA||Jul 2015 - Oct 2019||4|
|Morgan Stanley||Bellevue, WA||May 2014 - May 2015||1|
|Morgan Stanley||Seattle, WA||Apr 2013 - May 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2015|
Total Assets Under Management1,745MILLIONS
Total Number of Accounts1,221ACCOUNTS
Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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