Kathy Mohn, financial advisor Morristown NJ
93 score

Kathy Mohn

CRD Number: 1446928
Current Firm: Private Advisor Group, LLC

Kathy Mohn (CRD# 1446928) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Schuylkill Haven, PA Aug 2016 - Current 1
Lpl Financial LLC Schuylkill Haven, PA Jul 2015 - Current 2
The Seltzer Group Orwigsburg, PA Jan 2014 - Current 4
Great Valley Advisor Group, Inc. Orwigsburg, PA Jul 2015 - Aug 2016 1
Cornerstone Portfolios LLC Orefield, PA Jan 2014 - Aug 2016 2
Voya Financial Advisors Orwigsburg, PA Sep 2014 - Jul 2015 < 1
Ing Financial Partners Orwigsburg, PA Aug 2006 - Sep 2014 8
The Comprehensive Financial Group Williamsport, PA Aug 2008 - Jan 2014 5
Cornerstone Insurance Assoc South Williamsport, PA Nov 2007 - Aug 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Kathy A. Mohn
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,900
    MILLIONS
  • Total Number of Accounts
    54,146
    ACCOUNTS
  • Average Account Value
    $219,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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