Kathryn FrenchCRD Number: 3127802
Current Firm: Allen & Company Of Florida, Inc.
Kathryn French (CRD# 3127802) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 19 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Allen & Company Of Florida, Inc.||Lakeland, FL||Mar 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2003|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management715MILLIONS
Total Number of Accounts2,090ACCOUNTS
Average Account Value$341,948
- A percentage of assets under your management
- 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)
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV