Kathleen
O'Dell
Merit Financial Advisors
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About this Advisor
Kathleen O'Dell is a financial advisor based in Issaquah, Washington, working with Merit Financial Advisors. Kathleen has previously worked at Sg Long Financial, Bath & Body Works, Maurices, Baskin Robbins, Ameriprise Financial Services, LLC, Merit Financial Advisors, and Purshe Kaplan Sterling Investments. Kathleen has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Kathleen is part of Merit Financial Advisors, which operates out of Issaquah, Washington. The firm has 59 offices and 279 employees. Merit Financial Advisors manages assets totaling $10.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$10,576,048,244
279
31,882
$331,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kathleen O'Dell Work History
Merit Financial Advisors
Purshe Kaplan Sterling Investments
Ameriprise Financial Services, LLC
Sg Long Financial
Bath & Body Works
Maurices
Baskin Robbins
Maurices
Disclosures
Please visit the SEC profile of Kathleen O'Dell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Alpharetta, GA
Pocatello, ID
Alpharetta, GA
Alpharetta, GA
Issaquah, WA
Alpharetta, GA
Manitowoc, WI
Birmingham, AL
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