Kathleen WebsterCRD Number: 1837839
Current Firm: Infinex Investments, Inc.
Kathleen Webster (CRD# 1837839) is an Investment Advisor Representative working at Infinex Investments, Inc. in Waldorf, MD and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Rembert Pendleton Jackson
Monument Wealth Management
|Infinex Investments, Inc.||Meriden, CT||Jan 2015 - Current||2|
|Community Bank Of The Chesapeake||Waldorf, MD||Dec 2014 - Current||2|
|Nfp Securities Inc.||California, MD||Jan 2010 - Jan 2015||5|
|Medallion Investment Services, Inc.||Severna Park, MD||Jun 2007 - Dec 2009||2|
|Unemployed||California, MD||Jul 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.