Kathleen Carbone (CRD# 6183322) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 8 years of experience in the finance industry. Kathleen Carbone has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parcion Private Wealth Management | Bellevue, WA | Oct 2019 - Current | 4 |
| Ubs Financial Services | Bellevue, WA | Jul 2015 - Oct 2019 | 4 |
| Morgan Stanley | Bellevue, WA | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- WA
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Total Assets Under Management2,193MILLIONS
-
Total Number of Accounts1,948ACCOUNTS
-
Average Account Value$1,125,933
- 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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