Kathleen O'dell is a registered investment advisor, based in Issaquah, WA, with 4 years of industry experience.
Location
6415 E Lake Sammamish Pkwy SE, Ste 100, Issaquah, WA, 98029
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kathleen is an investment advisor representative (IAR) with Merit Financial Advisors, spending full-time hours servicing clients. This activity is investment-related and conducted at a registered location.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Sgl Investment Advisors, INC.
S.G. Long & Company
S.G. Long & CompanyBroker
State Registrations1 state
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.