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Linda Kaye Kitchens

HOKANSON ASSOCIATES, INC.·SOLANA BEACH, California
Series 7Clean record29 years registeredHOKANSON ASSOCIATES, INC.
201 LOMAS SANTA FE DR, STE 360, SOLANA BEACH, CA 92075CRD# 1526210Firm CRD# 104617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Kaye Kitchens · SOLANA BEACH, CA
Registration
CRD #1526210 · HOKANSON ASSOCIATES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

ASPIRIANT, LLC
Jan 2016 – present
HOKANSON ASSOCIATES, INC.
Jul 1997 – Jan 2016
SOLANA BEACH, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOKANSON ASSOCIATES, INC.
CRD 104617 · SEC 801-22755
AUM
$579M
Regulatory assets under management
Employees
12
694 client accounts
Services offered by HOKANSON ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOKANSON ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Linda Kaye Kitchens offer?
Linda Kaye Kitchens specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOLANA BEACH, California for a consultation.
What are Linda Kaye Kitchens's credentials?
Linda Kaye Kitchens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Kaye Kitchens located?
Linda Kaye Kitchens is based in SOLANA BEACH, California, working with HOKANSON ASSOCIATES, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Linda Kaye Kitchens charge for services?
Linda Kaye Kitchens's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOKANSON ASSOCIATES, INC.?
HOKANSON ASSOCIATES, INC. has approximately 12 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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