Katherine YounceCRD 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 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Edward Jones||St Louis, MO||Apr 2014 - Current||3|
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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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