Katharine Earhart (CRD# 2223366) is an Investment Advisor Representative working at Fairlight Advisors in Oakland, CA and has over 10 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairlight Advisors | San Francisco, CA | Sep 2019 - Current | 4 |
| Alesco Advisors LLC | Pittsford, NY | Mar 2016 - Sep 2019 | 3 |
| Blackrock Investments, LLC | San Francisco, CA | May 2002 - Mar 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CA
- TX
- WA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$850,966
- A percentage of assets under your management
- 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
CA, TX, WA
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