Kathleen Joyce Laurin
Professional Summary
Kathleen Joyce Laurin, who also goes by Kathleen Laurin, Kathy Laurin, Kathleen Laurin-martin, Kathy Laurin-martin, Kathleen Martin, was a registered financial advisor. Kathleen was a previously registered financial professional and started their career in finance 1981 - 2023. Kathleen had worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kathleen Laurin, Kathy Laurin, Kathleen Laurin-Martin, Kathy Laurin-Martin, Kathleen Martin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
CLARIFY WEALTH MANAGEMENT | CLARIFY WEALTH MANAGEMENT, INC.
Contact Information
Main Address
50 E-business Way Suite 100, Cincinnati, OH 45241Phone Number
(513) 381-0001# of Employees
11Regulatory Assets Under Management
Total Number of Accounts
1,552AUM (Assets Under Management)
$410,038,742Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1981About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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