KK
Katherine King
from North Berkeley Wealth Management, LLC
Katherine King is a financial advisor based in California, Berkeley,
with 30 years of experience. Katherine currently works for
North Berkeley Wealth Management, LLC.
Katherine maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Katherine King works at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $490,622,593 of assets under management and employs about 15 people. North Berkeley Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1820 Solano Ave, Suite C1, Berkeley, California, 94707
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