Katherine Younce, financial advisor Charlotte NC
88 score

Katherine Younce

CRD Number: 6316761
Current Firm: Edward Jones

Katherine Younce (CRD# 6316761) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Unifirst Corporation Charlotte, NC May 2013 - Apr 2014 < 1
Unemployed Fort Mill, SC Mar 2013 - May 2013 < 1
Titanium Solutions Fort Mill, SC Dec 2010 - Mar 2013 2
Shelter Mortgage Melbourne, FL Sep 2010 - Apr 2011 < 1
New American Mortgage Charlotte, NC Sep 2009 - Sep 2010 1
Unemployed Fort Mill, SC Feb 2008 - Sep 2009 1
Suntrust Mortgage Charlotte, NC Apr 2007 - Feb 2008 < 1
Wachovia Mortgage Waterbury, CT Sep 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Katherine Younce
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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