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 5 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||5|
|Tiaa||Charlotte, NC||Feb 2012 - Current||5|
|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 Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses