Kathleen Kane, financial advisor Hyannis MA

Kathleen Kane

CRD Number: 7073181
Current Firm: Beacon Financial Planning, Inc.

Kathleen Kane (CRD# 7073181) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Financial Planning Of Cape Cod Hyannis, MA Aug 2014 - Current 8
Chatham Bars Inn Chatham, MA Jun 2014 - Aug 2014 < 1
Ralph Lauren Corporation New York, NY Dec 2007 - Mar 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Kathleen E. Kane
Phone Number: 508-790-7039
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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