Kathleen Dulko (CRD# 6623264) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 8 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halifax Health | Daytona Beach, FL | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- FL
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts192ACCOUNTS
-
Average Account Value$329,565
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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