Kay Cole
CRD Number: 4997570Current Firm: Clarity Wealth Development, LLC
Compensation Model: Fee Only
Kay Cole (CRD# 4997570) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has over 10 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Wealth Development | Corvallis, OR | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- OR
- TX
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts798ACCOUNTS
-
Average Account Value$176,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OR, TX
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