Katia Kin is a registered investment advisor at Inflection Retirement Services, based in Camarillo, CA, with 4 years of industry experience. Katia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 38 clients with $72M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1203 Flynn Rd, Unit 140, Camarillo, CA, 93012
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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.
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Katia is also an Investment Advisor Representative (IAR) of Inflection Retirement Services. She performs pension and qualified plan advisory services for businesses.
Employment History
Current Registrations
Inflection Advisors
Inflection Retirement Services
State Registrations2 states
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
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