Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Broyles is an Investment Advisor Representative at Brownlie & Braden Advisors, LLC. Katherine has been in the industry since 2014 and has a Series 65 license. Katherine has a strong track record of success in the financial services industry, and is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides analysis of investment opportunities and private equity evaluation/due diligence
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.
Earned based on transactions or products sold.
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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TX
09/28/2023 - Present
Brownlie & Braden Advisors, LLC (Fort Worth TX)
IA
Issued 09/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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