Advisor at Money Pilot Financial Advisor LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Money Pilot Financial Advisor LLC
Location
Radiant, VA
Credentials
CFP®
Industry experience
6 years
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open.
I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.
$200
Reduced fee for early career military.
Money Pilot Financial Advisor LLC
2019 - Present (7 years)
U.S. Army
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Culpeper, VA
Edward Jones
Series 66
Culpeper, VA
Edward Jones
Series 63, Series 66
Barboursville, VA
Edward Jones
Series 66
Barboursville, VA
Edward Jones
Series 66
Gordonsville, VA
Edward Jones
CFP®, Series 63, Series 65
Barboursville, VA
Third Millennium Advisors, Inc.
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