Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Katherine Attebery, financial advisor La Jolla CA
90 score

Katherine Attebery

CRD Number: 6119278
Current Firm: Callan Capital, LLC

Katherine Attebery (CRD# 6119278) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Callan Capital, LLC La Jolla, CA Aug 2014 - Current 2
Fisher Investments Woodside, CA Mar 2007 - Aug 2014 7
Ajilon Finance San Francisco, CA Oct 2006 - Mar 2007 < 1
Unemployed San Mateo, CA Aug 2006 - Oct 2006 < 1
Ruffalocody Cedar Rapids, IA Apr 2005 - Aug 2006 1
Quinn Emanuel Los Angeles, CA Jan 2005 - Apr 2005 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Katherine J. Attebery
Phone Number: 858-551-3800
Registered State(s):
  • CA
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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