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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Burgess is an Investment Advisor Representative associated with Brighton Jones LLC. Katherine Burgess is registered with the state of Washington and Texas. Katherine Burgess has been in the industry since June of 2016. Katherine Burgess is currently working in the Seattle branch of Brighton Jones LLC. Katherine Burgess has Series 65 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
04/22/2022 - Present
Brighton Jones LLC (SEATTLE WA)
IA
Issued 06/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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