Kathy Anne Lobue, financial advisor Freehold NJ
93 score

Kathy Anne Lobue

CRD Number: 3160198
Current Firm: Glen Eagle Advisors, LLC

Kathy Anne Lobue (CRD# 3160198) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Freehold, NJ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Glen Eagle Advisors LLC Princeton, NJ Nov 2013 - Current 4
Dumont & Blake Investment Advisors, LLC Princeton, NJ May 2004 - Nov 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Kathy Anne Lobue
Phone Number: 609-631-8231
Registered State(s):
  • DE
  • FL
  • GA
  • NJ
  • NC
  • PA
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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

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