Kate Farmer (CRD# 7724766) is an Investment Advisor Representative working at Edward Jones in Calhoun, GA and has 1 year of experience in the finance industry.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5537402
Edward Jones
CRD# 1981586
Dempsey Lord Smith, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2023 - Current | < 1 |
| Browne Laboratories, Inc. | Chattanooga, TN | Sep 2017 - Apr 2023 | 5 |
| Unemployed | Dalton, GA | Jun 2017 - Aug 2017 | < 1 |
| Areotek | Rock Hill, SC | Apr 2017 - May 2017 | < 1 |
| Unemployed | Dalton, GA | Dec 2016 - Mar 2017 | < 1 |
| Field Turf/tarkett | Calhoun, GA | Aug 2016 - Nov 2016 | < 1 |
| Unemployment | Dalton, GA | Mar 2016 - Jul 2016 | < 1 |
| Biobased Technologies | Dalton, GA | May 2014 - Feb 2016 | 1 |
| Invista | Dalton, GA | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- GA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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