Kathleen
Carbone
Parcion Private Wealth LLC
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About this Advisor
Kathleen Carbone is a financial advisor based in Bellevue, Washington, working with Parcion Private Wealth LLC. Kathleen has previously held positions at UBS Financial Services, Morgan Stanley, and Parcion Private Wealth Management. Kathleen has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Kathleen is part of Parcion Private Wealth LLC, which operates out of Bellevue, Washington. The firm has 29 employees and manages assets totaling $2.2 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Parcion Private Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$2,193,318,212
29
1,948
$1,125,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathleen Carbone Work History
Parcion Private Wealth Management
Ubs Financial Services
Morgan Stanley
Disclosures
Please visit the SEC profile of Kathleen Carbone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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