Kathleen Fechik (CRD# 2585106) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Spring, TX and has over 29 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities Inc. | Houston, TX | Jun 2017 - Current | 6 |
| Bankers Life & Casualty | Houston, TX | Apr 2016 - Current | 8 |
| Reliance Diagnostic Systems Inc. | The Woodlands, TX | Jun 2007 - Apr 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- TX
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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