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Kathryn Marie Brown is a financial advisor with Morton Brown Family Wealth LLC in Allentown, PA. Kathryn Brown has been in the industry since July 19, 2002. Kathryn Marie Brown is also a Certified Financial Planner and a Chartered Financial Consultant. Morton Brown Family Wealth LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses.
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.
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.
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PA
04/24/2018 - Present
Morton Brown Family Wealth LLC (ALLENTOWN PA)
PA
09/30/2011 - 02/06/2017
PURSHE KAPLAN STERLING INVESTMENTS (BETHLEHEM PA)
PA
07/19/2002 - 10/13/2011
LPL FINANCIAL LLC (BETHLEHEM PA)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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