Kathy Colby (CRD# 1280917) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Lansing, MI and has over 39 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Financial Securities | Ada, MI | Feb 2016 - Current | 8 |
| Financial Independents, Inc. | Lansing, MI | Oct 1997 - Current | 26 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay, TX | Aug 2009 - Feb 2016 | 6 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Mar 1995 - Feb 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- AR
- MI
- MN
- NC
- VA
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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