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Catherine Dale Bearce, CFP, ChFC

AgentRRIAR MA CRD 4683252 Last verified October 2026

Overview

Catherine Dale Bearce is an insurance agent, a registered representative and an investment adviser representative based in MA, with 23 years in the industry.

Years in the industry
23
States licensed
5
States registered
5
Carrier appointments
3

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

  • Licensed in 5 states
  • Registered in 5 states
  • Producer
  • Series 66
  • Series 7
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 2003

Carriers

3 active carrier appointments

Book and practice

Firm assets under management on file

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