Kaitlyn Kocuba (CRD# 6685850) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 6 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Wealth Advisors | Richmond, VA | Aug 2021 - Current | 2 |
| Hefren Tillotson | Pittsburgh, PA | Jun 2018 - Aug 2021 | 3 |
| Ameriprise Financial Services, Inc. / Premier Wealth Partners | Pittsburgh, PA | Jul 2016 - Jun 2018 | 1 |
| Robert Morris University | Moon, PA | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- PA
-
Total Assets Under Management4,002MILLIONS
-
Total Number of Accounts1,493ACCOUNTS
-
Average Account Value$2,680,332
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NY, PA, SC, TN, TX, VA
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