Kathleen weber MBA, APMA
Financial ServicesInvestment serviceFinancial AdvisingFinancial consultant

Kathleen weber MBA, APMA

Allen, Texas

Contact

Address1101 Clearview Drive, Allen, Texas, 75002
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About Kathleen weber MBA, APMA

Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago. Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.

Business Hours

SundayClosed
Monday09:00am – 06:00pm
Tuesday09:00am – 06:00pm
Wednesday09:00am – 06:00pm
Thursday09:00am – 06:00pm
Friday09:00am – 06:00pm
SaturdayClosed

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