Kathryn Ronquillo, financial advisor Irvine CA
90 score

Kathryn Ronquillo

CRD Number: 5990070
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Kathryn Ronquillo (CRD# 5990070) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital, Inc. Irvine, CA Nov 2015 - Current 1
Trilogy Financial Services Inc. Irvine, CA Oct 2011 - Current 5
National Planning Corporation Irvine, CA Oct 2011 - Current 5
Unemployed Irvine, CA Feb 2011 - Oct 2011 < 1
Adoption Network Lake Forest, CA Jul 2010 - Feb 2011 < 1
Unemployed Irvine, CA May 2009 - Jul 2010 1
Silkroad Tech Winston Salem, NC Feb 2008 - May 2009 1
Unemployed Irvine, CA Mar 2007 - Feb 2008 < 1
Bridge Capital Foothill Ranch, CA Nov 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Kathryn A. Ronquillo
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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