Catherine Dale Bearce
Investment adviser representative at Fourstar Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.4BFirm assets
Are you Catherine Dale Bearce? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Nobles & Richards, Inc.May 2024 to now
- Fourstar Wealth Advisors, LLCMay 2023 to now
- Integrated Wealth Concepts LLCNov 2016 to May 2023
- LPL Financial LLCNov 2016 to May 2023
- Lincoln Financial AdvisorsMay 2013 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4683252
- Firm CRD
- 169613