Kathryn MarsicoCRD Number: 4617900
Current Firm: Traphagen Financial Group
Kathryn Marsico (CRD# 4617900) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 17 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Traphagen Investment Advisors, LLC||Oradell, NJ||Jun 1998 - Current||18|
|Traphagen & Trapahgen Cpas||Oradell, NJ||Feb 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1999|
Total Assets Under Management425MILLIONS
Total Number of Accounts1,084ACCOUNTS
Average Account Value$391,893
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, LA, MA, NJ, NY, PA, TX, VT
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