Kathleen Harney (CRD# 2586932) is an Investment Advisor Representative working at Pacific Wealth Care Inc. in Yorba Linda, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Wealth Care, Inc. | Yorba Linda, CA | Jul 2000 - Current | 23 |
| Kathleen Harney Acct Corp | Yorba Linda, CA | Oct 1981 - Current | 42 |
| 1st Global Capital Corp. | Yorba Linda, CA | Jul 1999 - Jul 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- CA
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$1,225,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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