Kathryn Belanger, financial advisor Irvine CA
89 score

Kathryn Belanger

CRD Number: 6099718
Current Firm: Independent Financial Partners

Kathryn Belanger (CRD# 6099718) is an Investment Advisor Representative working at Independent Financial Partners in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Irvine, CA Feb 2014 - Current 2
Lpl Financial, LLC Irvine, CA Jul 2012 - Current 4
University Of California San Diego San Diego, CA May 2012 - Jun 2013 1
Pizza Hut Clairemont, CA Feb 2011 - May 2012 1
University Of California San Diego San Diego, CA Aug 2010 - Feb 2011 < 1
Rudy's Pub And Grill Foothill Ranch, CA Jun 2010 - Aug 2010 < 1
University Of California San Diego San Diego, CA Jun 2009 - May 2010 < 1
Mission Viejo High School Mission Viejo, CA Apr 2007 - Jun 2009 2
San Giovanni's Ristorante Dove Canyon, CA Dec 2006 - Apr 2007 < 1
Mission Viejo High School Mission Viejo, CA Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kathryn L. Belanger
Phone Number: 813-341-0960
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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