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Katie Elizabeth Kearns

INDEPENDENCE ASSET ADVISORS, LLC·WYNNEWOOD, Pennsylvania
Series 65Clean record2 years registeredINDEPENDENCE ASSET ADVISORS, LLC
308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096CRD# 6045459Firm CRD# 152963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katie Elizabeth Kearns · WYNNEWOOD, PA
Registration
CRD #6045459 · INDEPENDENCE ASSET ADVISORS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENCE ASSET ADVISORS, LLC
Mar 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 11, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEPENDENCE ASSET ADVISORS, LLC
CRD 152963 · SEC 801-71867
AUM
$1.7B
Regulatory assets under management
Employees
5
36 client accounts
Services offered by INDEPENDENCE ASSET ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INDEPENDENCE ASSET ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Katie Elizabeth Kearns offer?
Katie Elizabeth Kearns specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.
What are Katie Elizabeth Kearns's credentials?
Katie Elizabeth Kearns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Elizabeth Kearns located?
Katie Elizabeth Kearns is based in WYNNEWOOD, Pennsylvania, working with INDEPENDENCE ASSET ADVISORS, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.
How does Katie Elizabeth Kearns charge for services?
Katie Elizabeth Kearns'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 INDEPENDENCE ASSET ADVISORS, LLC?
INDEPENDENCE ASSET ADVISORS, LLC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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