With work experience over 13 years, this professional is now working at Brotman Financial Group that is situated in 306 as a Principal. Kathleen received his education from 1981 to 1985 at the Ohio State University. This person is a certified expert, that is proven by qualifications : Cfp, Cpa, and Investment Advisor Representative. Kathleen is located in Lutherville Timonium, Maryland. To contact Kathleen, you can search for their phone number or e-mail address or receive full info by requesting access to this expert's additional details on this website.
Name variants:
Kathlene Benjamin,
Kathlyn Benjamin,
Kathlynne Benjamin,
Kathie Benjamin,
Kathy Benjamin,
Katie Benjamin,
Katy Benjamin,
Katty Benjamin,
Kattie Benjamin,
Kit Benjamin
Last updated May 28, 2024
Contact Information
Last Update
Jun 23, 2022
Email
kr**@yahoo.com
Location
Lutherville Timonium, MD
Company
Workplace
Colleagues
Work History
Principal
16 Greenmeadow Dr SUITE 201, Timonium, MD 21093
Jan 2016 — Dec 2018
Chief Operating Officer and Advisor
16 Greenmeadow Dr SUITE 201, Timonium, MD 21093
As of January 1, 2019, we have changed our corporate identity to BFG Financial Advisors in order toalign our branding with the current state of our growing firm. BFG Financial Advisors repre...
from Dec 2018
Registered Representative and Iar
Disclosure: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS),...
from Aug 2010
Education
1981 — 1985
Occupations
Executive
Chief Operating Officer
Advisor
Professor
School Principal
Accountant
Finance and Accounting Specialist
Marketer
Brand Planner
General and Operations Manager
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Brand Representative
Marketing Manager
Skills
Strategic Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Long Term Care Insurance
Disability Insurance
Life Insurance
529 Plans
Financial Planners