Kathy MohnCRD Number: 1446928
Current Firm: Great Valley Advisor Group, Inc.
Kathy Mohn (CRD# 1446928) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orwigsburg, PA and has over 31 years of experience in the finance industry.
Trustmont Advisory Group, Inc.
Msi Financial Services, Inc.
Lpl Financial LLC
|Lpl Financial LLC||Orwigsburg, PA||Jul 2015 - Current||2|
|Great Valley Advisor Group, Inc.||Orwigsburg, PA||Jul 2015 - Current||2|
|Cornerstone Portfolios LLC||Orefield, PA||Jan 2014 - Current||4|
|The Seltzer Group||Orwigsburg, PA||Jan 2014 - Current||4|
|Voya Financial Advisors||Orwigsburg, PA||Sep 2014 - Jul 2015||< 1|
|Ing Financial Partners||Orwigsburg, PA||Aug 2006 - Sep 2014||8|
|The Comprehensive Financial Group||Williamsport, PA||Aug 2008 - Jan 2014||5|
|Cornerstone Insurance Assoc||South Williamsport, PA||Nov 2007 - Aug 2010||2|
|Home Maker||Apo,||Dec 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI