Advisor at Ashford Investment Advisors
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Firm
Ashford Investment Advisors
Location
Daytona Beach, FL 32118
Credentials
Series 65
Industry experience
9 years
Kathleen Dulko is a financial advisor at Ashford Investment Advisors with nine years of industry experience. She holds the Series 65 designation and has served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, since 2010. In this role, she oversees financial reporting and accounting standards for a department of 30 employees. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals and institutional clients. The firm uses both fundamental and technical analysis to tailor portfolios, employing a range of investment strategies including equities, fixed income, and derivative instruments.
Based on Ashford Investment Advisors
1.00% annually
Up to $500 per hour
Account minimum: $1,000,000
629 N Peninsula Drive
Daytona Beach, FL 32118
Florida · Louisiana
Halifax Health
2010 - Present (16 years)
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