Kathleen Lynda Burke

Employer firm

Equita Financial Network, Inc. CRD 277031

$391M regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2018
  Method Financial Planning, Inc.
  San Diego, CA
• 11/2015 → 11/2024
  The Investment Center, Inc.
  Fountainville, PA
• 03/2018 → Present
  Equita Financial Network, Inc.
  Fort Washington, PA
• 03/2018 → Present
  Method Financial Planning, Inc.
  Doylestown, PA

Previous Registrations

• 2011-04-12 → 2015-08-05
  Delphi Private Advisors
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-04-11
• S63 Uniform Securities Agent State Law Examination
  2006-07-06

Designations

• Certified Financial Planner

Other Names

• Katie Lynda Jarret
• Kathleen Lynda Jarret
• Katie Lynda Burke
• Kathleen L Jarret