Kathleen Elizabeth Scharl

Employer firm

Scharl Advisory Services, Inc. CRD 118171

39 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/1989 → Present
  Scharl Advisory Services, Inc
  Durham, NC

Other Businesses

SCHARL & ASSOCIATES, INC. 5836 FAYETTEVILLE RD., SUITE 104 DURHAM, NC 277713 TAX PREP;BOOKKEEPING; FINANCIAL AND SMALL BUSINESS CONSULTING. 80% OF TIME FROM MID FEBRUARY THROUGH MID APRIL - OTHERWISE GENERALLY NO MORE THAN 20% OF TIME.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-14

Designations

• Certified Financial Planner