Kate Frizzie

Financial Advisor @LPL Financial

Lodi, CA, US
EMAILS
k••••••••@lpl.com
MOBILE NUMBERS
+19•••••••67

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WORK HISTORY

Oct 2022 — Present

Financial Advisor @LPL Financial

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

EDUCATION

N/A

California State Polytechnic University

Business Administration, Concentration: Accounting

SKILLS

AccountingFinancial ReportingWealth ManagementAccount ReconciliationCost AccountingFinancial AnalysisFinancial AccountingFinanceCorporate FinanceAsset Allocation StrategiesCreditCredit RiskCredit AnalysisRelationship ManagementInternal ControlsComplianceAuditingExternal AuditLoansAccounts PayableAccounts Receivable

ABOUT KATE FRIZZIE

Kate Frizzie (Mesa) is a Financial Advisor with LPL Financial, one of the largest…

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Kate Frizzie — Email, Phone Number & Contact Info | Unifers