Katherine Skurski (CRD# 6148921) is an Investment Advisor Representative working at Gulfstream Capital in Knoxville, TN and has over 11 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gulfstream Capital Farmland Fund Ii, LLC | Knoxville, TN | Oct 2015 - Current | 8 |
| Gulfstream Capital LLC | Knoxville, TN | Jun 2014 - Current | 9 |
| Moneyzen Wealth Management, LLC | Santa Fe, NM | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- CA
- NC
- TN
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts460ACCOUNTS
-
Average Account Value$147,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, CO, NC, TN
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