Kay Demito (CRD# 6879747) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial - Bridgit Holly | Lansdale, PA | Feb 2020 - Current | 4 |
| Thrivent Investment Management Inc. | Lansdale, PA | Aug 2018 - Current | 5 |
| Thrivent Financial - Bridgit Holly | Lansdale, PA | Dec 2017 - Feb 2020 | 2 |
| Bob Koch Hoops Lcc | Pottstown, PA | Jan 2015 - Dec 2017 | 2 |
| Philador Pharmaceuticals | Hatboro, PA | Aug 2014 - Oct 2015 | 1 |
| Tme Communications | Radnor, PA | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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