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professional profile

Carolyn Bella Catlin, CFP

IAR Washington, DC CRD 1567755 Last verified October 2026

Overview

Carolyn Bella Catlin is an investment adviser representative based in Washington, DC, with 22 years in the industry.

Years in the industry
22
States registered
4
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 4 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2016

Book and practice

Firm assets under management on file

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