Kathe Wilson, financial advisor Verdi NV

Kathe Wilson

CRD Number: 5494141
Current Firm: Lpl Financial LLC

Kathe Wilson (CRD# 5494141) is an Investment Advisor Representative working at Lpl Financial LLC in Verdi, NV and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Verdi, NV Dec 2018 - Current 5
Unemployed Verdi, NV Sep 2018 - Nov 2018 < 1
Lpl Financial LLC Reno, NV May 2017 - Aug 2018 1
Mutual Of Omaha Bank (ne) Reno, NV May 2017 - Aug 2018 1
Questar Asset Management Minneapolis, MN Jun 2013 - May 2017 3
Questar Capital Corporation Minneapolis, MN Jun 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Kathe S. Wilson
Phone Number: 704-733-3300
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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