Kathryn Carroll (CRD# 6564615) is an Investment Advisor Representative working at Hartline Investment Corporation in Winnetka, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hartline Investment Corp | Chicago, IL | Jun 2015 - Current | 8 |
| University Of North Carolina | Chapel Hill, NC | Aug 2011 - May 2015 | 3 |
| Department Of Development | Chapel Hill, NC | Nov 2013 - Aug 2014 | < 1 |
| Ogichi Daa Kwe | International Falls, MN | Jun 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- CA
- CO
- FL
- IL
- MI
- TX
-
Total Assets Under Management659MILLIONS
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$1,417,794
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, GA, IL, IN, MI, NC, NH, NY, PA, TX, WA, WV
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