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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 Hackney is a financial advisor with over 30 years of experience in the financial services industry. Kathryn is registered with LPL Financial LLC and is licensed to provide investment advice in multiple states. Kathryn has a broad range of experience in financial planning, investment management, and retirement planning. Kathryn has worked with a variety of clients, including individuals, families, businesses, and institutions. Kathryn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/18/2022 - Present
LPL Financial LLC (ORANGE CA)
CA
08/24/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Orange CA)
CA
01/20/2009 - 09/07/2018
LPL FINANCIAL LLC (LAKE FOREST CA)
CA
06/09/2003 - 01/22/2009
CUNA BROKERAGE SERVICES, INC. (LAKE FOREST CA)
NY
02/05/2003 - 05/09/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
02/02/1998 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
02/07/1997 - 01/08/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
04/21/1992 - 01/22/1997
ASB FINANCIAL SERVICES (IRVINE CA)
GA
04/18/1991 - 04/24/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
07/08/1987 - 03/11/1989
AGFC INVESTMENT SECURITIES
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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