Kristin Donahue Latham (CRD# 7334308) is an Investment Advisor Representative working at Kdl Wealth Planning in Long Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kdl Wealth Planning | Long Beach, CA | Sep 2020 - Current | 3 |
| Kdl Tax & Financial | Long Beach, CA | Dec 2017 - Current | 6 |
| Gray, Proctor, & Mcmannis, Cpa's LLP | Newport Beach, CA | Nov 2003 - Dec 2017 | 14 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$13,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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