KC
KC

Kathryn Clark

18 Years of Experience
Bridgeville, PA
Broker

Kathryn Clark is a registered investment advisor, based in Bridgeville, PA, with 18 years of industry experience.

Location

1370 Washington Pike, Ste 404, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kathryn operates RetireRight Pittsburgh and Retire Right Financial Planning as DBAs for her LPL business. She also works full-time as a ParaPlanner and Client Service Manager for Kestra Advisory Services, and as a registered rep activities through Kestra Investment Services.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2022 - Present · 4 yrs 2 mos
Kestra Investment Services, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
August 2019 - June 2022 · 2 yrs 10 mos
LPL Financial LLC
August 2019 - June 2022 · 2 yrs 10 mos
Morgan Stanley
January 2016 - August 2019 · 3 yrs 7 mos
Morgan StanleyBroker
January 2016 - August 2019 · 3 yrs 7 mos
PNC InvestmentsBroker
March 2014 - December 2015 · 1 yr 9 mos
PNC Investments
March 2014 - December 2015 · 1 yr 9 mos
Hefren-Tillotson, INC.Broker
April 2012 - March 2014 · 1 yr 11 mos
Hefren-Tillotson, INC.
March 2012 - March 2014 · 2 yrs
Federated Securities CORP.
November 2009 - December 2010 · 1 yr 1 mo
Federated Investment Counseling
January 2008 - December 2010 · 2 yrs 11 mos
Federated Securities CORP.Broker
October 2006 - December 2010 · 4 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kathryn Clark - Financial Advisor | TrueAdvisor