Kathryn LancasterCRD Number: 5964235
Current Firm: Edward Jones
Kathryn Lancaster (CRD# 5964235) is an Investment Advisor Representative working at Edward Jones in Chiefland, FL and has over 11 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Portfolio Management & Research, Inc.
|Edward Jones||St Louis, MO||Aug 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- 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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