Kathryn Sanford (CRD# 4775175) is an Investment Advisor Representative working at Primerica Advisors in Ludington, MI and has over 19 years of experience in the finance industry.
CRD# 5592683
Edward Jones
CRD# 2956596
Huntington Financial Advisors
CRD# 2279908
Independent Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Ludington, MI | Jul 2018 - Current | 5 |
| Primerica Financial Services | Ludington, MI | Oct 2002 - Current | 21 |
| Edward Jones | St Louis, MO | Aug 2015 - Jan 2017 | 1 |
| Packaging Corp Of America | Filer City, MI | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- MI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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