Kathleen Barron-AlicanteCRD Number: 7002732
Current Firm: Abacus Wealth Partners
Kathleen Barron-Alicante (CRD# 7002732) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Abacus Wealth Partners, LLC||Philadelphia, PA||Nov 2017 - Current||5|
|University Of Tulsa||Tulsa, OK||Feb 2012 - Oct 2017||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management2,834MILLIONS
Total Number of Accounts5,553ACCOUNTS
Average Account Value$510,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA
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