Catherine A. Mckenna

BEAL CONSULTING

BOSTON, MA 02110

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CRD#: 5183254

Professional summary

Catherine Anne Mckenna is a registered financial advisor currently at BEAL CONSULTING, INC. located in Boston, Massachusetts.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Catherine has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Anne Mckenna's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 7, 2006 - Present

BEAL CONSULTING, INC.

Office #1: 265 Franklin Street Suite 1702, Boston, MA 02110

RIA

CRD#: 133313

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/7/2006)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2006

Uniform Investment Adviser Law Examination

Current Firm

BEAL CONSULTING, INC.

BEAL CONSULTING, INC. | THE BEAL CONSULTING GROUP, INC.

CRD#: 133313 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/19/2005 Approved)

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Contact information

Main Address

100 Sandwich Road, Plymouth, MA 02360

Mailing Address

Po Box 1200, Plymouth, MA 02362

Phone number

(617) 737-1733

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 44,927,518

Red Flags

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Catherine A. Mckenna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Anne Mckenna's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEAL CONSULTING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2006

Current Firm

BEAL CONSULTING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEAL CONSULTING, INC.

TRUST BUT VERIFY

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