Katrina Aikin, financial advisor Exton PA
88 score

Katrina Aikin

CRD Number: 6282064
Current Firm: Td Private Client Wealth LLC

Katrina Aikin (CRD# 6282064) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Exton, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Td Bank, N.a. Exton, PA Nov 2015 - Current 1
Td Private Client Wealth LLC Exton, PA Nov 2015 - Current 1
Td Private Client Wealth LLC Philadelphia, PA Dec 2013 - Nov 2015 1
Td Bank, N.a. Philadelphia, PA Sep 2013 - Nov 2015 2
Bny Mellon Philadelphia, PA Oct 2008 - Sep 2013 4
Cole Haan Philadelphia, PA Jun 2008 - Sep 2008 < 1
Wachovia Bank Philadelphia, PA May 2005 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Katrina T. Aikin
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • DE
  • FL
  • NJ
  • PA
  • HI
  • DC
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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