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Kathleen O Barker

Zions Direct, Inc.

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About Kathleen O Barker

Kathleen Barker is a registered representative with Zions Direct, Inc. Kathleen has been in the securities industry since November 17, 2005. Kathleen is licensed to sell securities in Utah. She has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Zions Direct, Inc. is located in Salt Lake City, UT.

Firm Information

Kathleen Barker is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kathleen Barker’s Registration & Firm History

UT

11/18/2005 - Present

Zions Direct, Inc. (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen O Barker.
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