Kathleen Cashatt, financial advisor Scottsdale AZ
96 score

Kathleen Cashatt

CRD Number: 4509692
Current Firm: Usaa Financial Planning Services

Kathleen Cashatt (CRD# 4509692) is an Investment Advisor Representative working at Usaa Financial Planning Services in Scottsdale, AZ and has over 14 years of experience in the finance industry. Kathleen Cashatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ May 2010 - Current 6
Usaa Financial Advisors Inc. Phoenix, AZ May 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix, AZ Apr 2006 - May 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Kathleen R. Cashatt
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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