Kate KittingerCRD Number: 5512479
Current Firm: Retirement Plan Advisors
Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Retirement Plan Advisors in Malibu, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Pension Architects Advisory Group||Malibu, CA||Aug 2013 - Current||4|
|Pension Architects||Malibu, CA||Aug 2013 - Current||4|
|Kate Kittinger Attorney At Law||Malibu, CA||Jun 2008 - Current||9|
|United Planners' Financial Services||Scottsdale, AZ||Nov 2010 - Aug 2013||2|
|First Financial Services||Malibu, CA||Mar 2008 - Aug 2013||5|
|Nrp Financial, Inc.||Bryan, OH||Mar 2008 - Nov 2010||2|
|Pepperdine University||Malibu, CA||Dec 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management847MILLIONS
Total Number of Accounts55ACCOUNTS
Average Account Value$15,391,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, IL, NY, OH
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