Catherine NevelsCRD Number: 6026718
Current Firm: Advice And Planning Services
Catherine Nevels (CRD# 6026718) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Feb 2012 - Current||6|
|Tiaa||Charlotte, NC||Feb 2012 - Current||6|
|Colonial Properties Trust||Charlotte, NC||Dec 2008 - Feb 2012||3|
|American Campus Communities||Charlotte, NC||Jun 2007 - Dec 2008||1|
|East Carolina University||Greenville, NC||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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