Katherine Gordon (CRD# 6596235) is an Investment Advisor Representative working at Pnc Investments in Franklin, NC and has over 8 years of experience in the finance industry.
CRD# 6042482
Advice And Planning Services
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 1856611
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Charlotte, NC | Aug 2021 - Current | 2 |
| Pnc Investments | Charlotte, NC | Sep 2018 - Aug 2021 | 2 |
| Pnc Investments | Charlotte, NC | Aug 2017 - Aug 2018 | 1 |
| Fidelity Brokerage Services LLC | Durham, NC | Nov 2014 - Jul 2017 | 2 |
| Holly Hill Hospital | Raleigh, NC | Nov 2012 - Nov 2014 | 2 |
| Palmer's Pipers Flute Studio | Cary, NC | Feb 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NC
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Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- 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, WY
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