Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Campbell King is a financial advisor with over 20 years of experience in the industry. She is currently registered with North Berkeley Wealth Management, LLC and holds Series 63, 65, 7, 24 and 27 licenses. Katherine has previously worked with Protected Investors of America and Aquillian Investments, Inc. Katherine specializes in financial planning and portfolio management for individuals and businesses. Katherine's firm, North Berkeley Wealth Management, LLC, is located in Berkeley, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
05/27/2014 - Present
North Berkeley Wealth Management, LLC (BERKELEY CA)
CA
08/10/1994 - 09/28/2012
PROTECTED INVESTORS OF AMERICA (BERKELEY CA)
DE
03/10/2006 - 08/23/2007
AQUILLIAN INVESTMENTS, INC. (CLAYMONT DE)
IA
Issued 08/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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