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 11 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
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