Kaitlyn WeatherlyCRD Number: 6302851
Current Firm: Bdo Wealth Advisors, LLC
Kaitlyn Weatherly (CRD# 6302851) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Kaitlyn Weatherly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bdo Wealth Advisors, LLC||Jacksonville, FL||Apr 2017 - Current||< 1|
|Lba Wealth Management||Jacksonville, FL||Feb 2014 - Current||4|
|Citicorp||Miami, FL||Nov 2010 - Feb 2014||3|
|U.s. Bank||Cincinnati, OH||Feb 2009 - Nov 2010||1|
|Lenox Wealth Management||Cincinnati, OH||Jun 2008 - Feb 2009||< 1|
|Tulane University||New Orleans, LA||Sep 2003 - Jun 2008||4|
Total Assets Under Management707MILLIONS
Total Number of Accounts1,868ACCOUNTS
Average Account Value$378,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
FL, GA, IL, LA, MO, NE, NY, TX
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