Kathleen Boyle

from Parcion Private Wealth LLC
SEC regulated
Regulated Investment Advisor
Kathleen Boyle is a financial advisor based in Washington, Bellevue, with 11 years of experience. Kathleen currently works for Parcion Private Wealth LLC. Kathleen maintains a S66 license (Uniform Combined State 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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Kathleen Boyle works at Parcion Private Wealth LLC
Parcion Private Wealth LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $1,745,409,940 of assets under management and employs about 28 people. Parcion Private Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11980 Ne 24th St, Suite 210, Bellevue, Washington, 98005

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