Kathryn EspiniliCRD Number: 1220070
Current Firm: J.derek Lewis & Associates, Inc.
Kathryn Espinili (CRD# 1220070) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|J. Derek Lewis & Associates, Inc.||Newport Beach, CA||May 2006 - Current||11|
|Jdl Securities Corporation||Newport Beach, CA||Jan 1991 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
Total Assets Under Management685MILLIONS
Total Number of Accounts1,062ACCOUNTS
Average Account Value$645,009
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, HI, TX, VA, WA