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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn McCall is a financial advisor with Captrust in Sacramento, CA. Kathryn has been in the industry since 2013 and is registered with the state of California as an investment advisor representative. Kathryn holds the Series 7, Series 63, Series 66, and SIE licenses and is also a Certified Financial Planner. Kathryn has previous experience with Royal Alliance Associates, Inc. and Fidelity Brokerage Services LLC. Kathryn specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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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2
CA
01/29/2021 - Present
Captrust (Sacramento CA)
CA
04/17/2019 - 02/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
CA
06/17/2013 - 10/04/2017
FIDELITY BROKERAGE SERVICES LLC (SACRAMENTO CA)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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