Kathleen Mcquade is a CFP-designated registered investment advisor at Mcquade, Kathleen Mary, based in Laurel, MD, with 3 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kathleen McQuade does not manage investment accounts directly. She provides investment advice as part of her financial planning and consulting services, but clients implement the recommendations themselves.
Location
Laurel, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcquade, Kathleen Mary
State Registrations1 state
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