Kathryn ColvinCRD Number: 5611465
Current Firm: Edward Jones
Kathryn Colvin (CRD# 5611465) is an Investment Advisor Representative working at Edward Jones in Lakewood, NY and has over 8 years of experience in the finance industry.
Next Financial Group, Inc.
Northwest Advisors, Inc.
Park Avenue Securities LLC
|Edward Jones||Lakewood, NY||Oct 2008 - Current||8|
|Unemployed||Conewango Valley, NY||Aug 2008 - Oct 2008||< 1|
|Southern Chautauqua Fcu||Lakewood, NY||Sep 2004 - Aug 2008||3|
|Partylite Gifts Inc.||Plymouth, MA||Mar 2003 - Nov 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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