Kathleen Cote (CRD# 2647975) is an Investment Advisor Representative working at Red Clover Financial Planning, LLC in Fairfax, VA and has over 22 years of experience in the finance industry. Kathleen Cote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Clover Financial Planning, LLC | Fairfax, VA | Jul 2019 - Current | 3 |
| Red Clover Financial Planning | Oakton, VA | Jan 2018 - Jun 2019 | 1 |
| Cote Financial Planning, LLC | Oakton, VA | Sep 2016 - Dec 2017 | 1 |
| Cote Financial Planning | Pinehurst, NC | Feb 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- TX
- VA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts98ACCOUNTS
-
Average Account Value$128,478
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, VA
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