Kathleen Ann Adams
Plus aucun poste en cours
Profil
Ms. Kathleen A.
Adams is a Partner at Signature Estate & Investment Advisors LLC.
She is a financial planner for over 18 years, she is in the lifestyle preservation business.
She has a Bachelor of Science degree from Loyola University in Chicago, graduating Magna Cum Laude.
She earned her Certified Financial Planner certification and completed the Personal Financial Planning designation program at UCLA Extension in 2003.
Anciens postes connus de Kathleen Ann Adams
| Sociétés | Poste | Fin |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Corporate Officer/Principal | 01/02/2021 |
Formation de Kathleen Ann Adams
| Loyola University of Chicago | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
