Kathy Anne Lobue
Professional summary
Kathy Anne Lobue, who also goes by Kathy Anne Klumbach, Kathyanne Lobue, is a registered financial advisor currently at GLEN EAGLE ADVISORS, LLC located in Freehold, New Jersey.
Kathy Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kathy Anne has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathy Anne Lobue's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2016 - Present
GLEN EAGLE ADVISORS, LLC
Office #1: Pinho Professional Center 57 Schank Road, Suite C-4, Freehold, NJ 07728December 3, 2013 - March 9, 2016
GLEN EAGLE WEALTH, LLC
November 2, 2005 - December 2, 2013
DUMONT & BLAKE INVESTMENT ADVISORS LLC
May 17, 2000 - May 21, 2004
CHASE INVESTMENT SERVICES CORP.
January 15, 1999 - February 18, 1999
JPMSI
Primary Firm SEC Registration
GLEN EAGLE ADVISORS, LLC
CRD#: 282920 / SEC#: 801-79298
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2019)
(3/17/2016)
(4/27/2016)
(9/12/2016)
(10/11/2017)
(5/4/2016)
(5/15/2021)
(3/17/2016)
(3/17/2016)
Exams
Current Firm
GLEN EAGLE ADVISORS, LLC
CRD#: 282920 / SEC#: 801-79298
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,251 |
| AUM (Assets Under Management) | $ 880,510,942 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
