Katrina SavageCRD Number: 1202106
Current Firm: Redhawk Wealth Advisors, Inc.
Katrina Savage (CRD# 1202106) is an Investment Advisor Representative working at Redhawk Wealth Advisors, Inc. in Flint, MI and has over 34 years of experience in the finance industry.
Nfp Advisor Services, LLC
Acorn Wealth Advisors, LLC
Minder Planning Group, LLC
|Redhawk Wealth Advisors, Inc.||Minneapolis, MN||Jan 2012 - Current||6|
|Alliance Financial Group||Flint, MI||Oct 1981 - Current||36|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Nov 2010 - Jan 2012||1|
|J.w. Cole Financial, Inc.||Flint, MI||Apr 2007 - Jan 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management701MILLIONS
Total Number of Accounts1,583ACCOUNTS
Average Account Value$442,996
- A percentage of assets under your management
- 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)
AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NV, OH, OK, OR, PA, TN, TX, UT, WA, WI
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