Katrina Hermanson (CRD# 6767957) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Wichita Falls, TX and has 1 year of experience in the finance industry.
CRD# 2616589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6721259
Dinergy
CRD# 1938011
Mercantile Investment Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | San Francisco, CA | Dec 2022 - Current | 1 |
| Lpl Financial LLC | Fort Worth, TX | Mar 2020 - Dec 2022 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2018 - Mar 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Mar 2020 | 2 |
| Unemployed | Fairfield, IA | Jan 2018 - Feb 2018 | < 1 |
| Amazon Flex | Fort Worth, TX | Jul 2017 - Jan 2018 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2017 - Jul 2017 | < 1 |
| Amazon Flex | Fort Worth, TX | Feb 2017 - Mar 2017 | < 1 |
| Amazon Fulfillment | Fort Worth, TX | Jan 2017 - Feb 2017 | < 1 |
| United States Postal Service | Keller, TX | Nov 2016 - Jan 2017 | < 1 |
| Uber | Fort Worth, TX | Mar 2016 - Jan 2017 | < 1 |
| Lyft | Fort Worth, TX | Mar 2016 - Jan 2017 | < 1 |
| Dominos Pizza | Roanoke, TX | Dec 2015 - Mar 2016 | < 1 |
| Benchmark Hospitality At Deloitte University | Westlake, TX | Sep 2014 - Feb 2016 | 1 |
| Waffle House | Lake Worth, TX | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CA
- TX
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts1,402ACCOUNTS
-
Average Account Value$227,176
- 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
CA, CO, LA, NY, TX, WA
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