KF
KF

Kurt Daniel Folcher

35 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K
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Location

41 University Drive, Suite 400, Newtown, PA, 18940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kurt is a shareholder in Big Blue Ventures LLC, a real estate company involved in property rentals and maintenance. He also does business as Princeton Financial DBA.

Employment History
Current Registrations
Andrew Garrett, INC.
April 2007 - Present · 18 yrs 10 mos
Andrew Garrett INC.
February 2007 - Present · 19 yrs
Andrew Garrett INC.Broker
February 2007 - Present · 19 yrs
Previous Registrations
S.W. Bach & Company
April 2006 - March 2007 · 11 mos
S.W. Bach & CompanyBroker
November 2005 - March 2007 · 1 yr 4 mos
Kirlin Securities INC.Broker
February 2001 - December 2005 · 4 yrs 10 mos
Kirlin Securities INC.Broker
June 2000 - December 2000 · 6 mos
Princeton Securities CorporationBroker
September 1994 - September 2001 · 7 yrs
Thomas James Associates, INC.Broker
September 1994 - October 1994 · 1 mo
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
September 1990 - September 1994 · 4 yrs
State Registrations16 states
ALCACODEFLGAILMAMINJNYORPASCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kurt Daniel Folcher - Financial Advisor | TrueAdvisor