ADVISOR BIO

Kathleen Dulko is an Investment Advisor Representative at Ashford Investment Advisors. Kathleen has been in the industry since 2010 and has a Series 65 license. Kathleen is registered with the state of Florida and specializes in retirement planning, college savings and long-term care planning.

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ADVISOR BIO

Kathleen Mary Cline is a financial advisor with over 16 years of experience in the financial services industry. Kathleen has held positions with several well-known firms, including Deutsche Bank Securities Inc., Morgan Stanley, and Citigroup Global Markets Inc. Kathleen is currently affiliated with Raymond James & Associates, Inc., a leading financial services firm with offices nationwide. Kathleen holds the Series 63, Series 7, and SIE licenses. Kathleen is a highly experienced financial advisor with a proven track record of success.

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ADVISOR BIO

Kathleen Crowley is a financial advisor with Ameriprise Financial Services, LLC. Kathleen Crowley has been in the financial industry since 1993. Kathleen Crowley is registered with FINRA and the SEC and is licensed in many states. Kathleen Crowley works out of the Ameriprise Financial Services, LLC branch office in Panama City, FL.

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ADVISOR BIO

Kathleen Roat has been a registered representative in the securities industry since January 1985. Kathleen is a financial advisor with Concourse Financial Group Securities, Inc. in Orlando, FL. Kathleen has experience with various investment products and services, including financial planning, portfolio management, and insurance. Kathleen has a strong background in providing investment advice to a variety of clients, including individuals, families, businesses, and retirement plans. Kathleen is a Certified Financial Planner and has held several other roles in the industry. Kathleen is committed to providing her clients with personalized investment advice and strategies that are tailored to their unique needs.

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ADVISOR BIO

Kathleen Scholz is a financial advisor at Edward Jones. Kathleen has over 10 years of experience in the financial services industry. Kathleen is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Kathleen has worked at several financial institutions including MML Investors Services, LLC, Securities America, Inc. and LPL Financial LLC. Kathleen specializes in providing financial planning and investment advice to individuals and businesses.

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ADVISOR BIO

Kathleen Knapp is an active investment advisor representative with Next Financial Group, Inc. Based in Largo, Florida, Kathleen has been in the financial services industry since 2001. Kathleen has experience working with individuals, high-net-worth individuals, businesses, charitable organizations and retirement plans. Kathleen has a variety of licenses including Series 6, Series 63, and Series 65.

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ADVISOR BIO

Kathleen Keleher is an active investment advisor representative with RBC Capital Markets, LLC, where Kathleen has been registered since 2022. Kathleen has been in the industry since 1987. Prior to joining RBC Capital Markets, LLC, Kathleen worked at Truist Investment Services, Inc., BB&T Securities, LLC, Morgan Stanley, UBS Financial Services Inc., Prudential Securities Incorporated, PaineWebber Incorporated, Griffin Financial Services, A. F. Best Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kathleen has passed Series 7, Series 63 and SIE exams. Kathleen is also registered as an investment advisor representative in 17 states.

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ADVISOR BIO

Kathleen Marie Lamke is a financial advisor with Robert W. Baird & Co. Inc.. Kathleen has been in the industry since 2013 and has a Series 7, Series 66, and SIE license. Kathleen is registered with FINRA as well as the state of Florida.

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ADVISOR BIO

Kathleen E. Small is a financial advisor with Avantax Advisory Services. Kathleen has been in the financial industry for over 19 years. She has a Series 7, Series 63, and SIE license. Kathleen is a Certified Financial Planner and is also registered as an Investment Advisor Representative. Kathleen specializes in providing financial planning and investment management services to individuals, families, and businesses. Kathleen's services include, but are not limited to, retirement planning, college savings, estate planning, and insurance. Kathleen's goal is to help her clients reach their financial goals.

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ADVISOR BIO

Kathleen Yvonne Fahey is a financial advisor with over 40 years of experience in the industry. Kathleen is currently registered with Raymond James & Associates, Inc., a firm with over 1000 investment advisors and offices across the US. Previously, Kathleen worked at UBS Financial Services Inc. Kathleen is a licensed financial advisor with Series 4, 7, 9, 10, 12, 24, 52TO, 53, 63 and 66 licenses.

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