CB
CFP · ChFC
CB
CFP · ChFC
Catherine Bearce is a CFP, ChFC-designated registered investment advisor, based in Andover, MA, with 22 years of industry experience.
Location
Andover, MA
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Regulatory History (2)
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Customer Dispute
December 2024Settled
Customer Dispute
August 2013Denied
Other Business ActivitiesSells Insurance
Catherine sells non-variable insurance products, including health, disability, life, LTC, and fixed insurance, dedicating minimal time to this activity. She is also involved in various investment-related activities, including real estate rental and management, and business entities for tax/investment purposes.
Employment History
Current Registrations
Nobles & Richards, INC.Broker
June 2024 - Present · 1 yr 10 mos
Nobles & Richards, INC.
June 2024 - Present · 1 yr 10 mos
Fourstar Wealth Advisors, LLC
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Integrated Wealth Concepts LLC
November 2016 - May 2023 · 6 yrs 6 mos
LPL Financial LLCBroker
November 2016 - May 2023 · 6 yrs 6 mos
Lincoln Financial Advisors Corporation
May 2013 - November 2016 · 3 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
May 2013 - November 2016 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
August 2009 - June 2013 · 3 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2003 - June 2013 · 9 yrs 9 mos
Ids Life Insurance CompanyBroker
September 2003 - July 2006 · 2 yrs 10 mos
State Registrations5 states
CAMANHTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.