Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Tallett is an investment advisor representative at Epiq Capital Group, LLC. Katherine has been in the industry since 2013. Katherine currently holds a Series 65 license and is registered with the state of Texas. Katherine specializes in investment advisory services for individuals, businesses, and pooled investment vehicles. Katherine has a strong understanding of financial planning and portfolio management and is committed to providing her clients with personalized and customized solutions that meet their specific needs.
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.
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.
1
2
CA
09/20/2022 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
IA
Issued 09/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Katherine Tallett is the right advisor for you? Invested Better is here to help.
