Catherine GauthierCRD Number: 2886483
Current Firm: Woodbury Financial Services, Inc.
Catherine Gauthier (CRD# 2886483) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Jacksonville, NC and has over 20 years of experience in the finance industry.
Altrius Capital Management, Inc.
Credit Union Investment Services
|Woodbury Financial Services||Jacksonville, NC||Mar 2009 - Current||13|
|Cooper Investment Company||Jacksonville, NC||May 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management21,345MILLIONS
Total Number of Accounts91,382ACCOUNTS
Average Account Value$233,575
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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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