Catherine Trull, financial advisor Johnson City TN
93 score

Catherine Trull

CRD Number: 1082661
Current Firm: Stifel, Nicolaus & Company, Incorporated

Catherine Trull (CRD# 1082661) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Johnson City, TN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Johnson City, TN Jun 2012 - Current 4
Suntrust Investment Services, Inc. Johnson City, TN Apr 2006 - Jun 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
Contact Info for Catherine C. Trull
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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