Kathleen Faulkner (CRD# 2764332) is an Investment Advisor Representative working at Faulkner Financial Planning, LLC in Cameron Park, CA and has over 27 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faulkner Financial Planning, LLC | Cameron Park, CA | Dec 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$628,148
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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