Kathryn BuielCRD Number: 4124875
Current Firm: Prudential Financial Planning Services
Kathryn Buiel (CRD# 4124875) is an Investment Advisor Representative working at Prudential Financial Planning Services in Plano, TX and has over 21 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|The Prudential Insurance Company Of America||Plano, TX||Jun 2012 - Current||9|
|Pruco Securities LLC||Plano, TX||Jun 2012 - Current||9|
|Metlife Securities||Scottsdale, AZ||Jan 2005 - Jun 2012||7|
|Metropolitan Life Insurance Company||Scottsdale, AZ||Dec 2004 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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