Catherine AdkinsCRD Number: 5764685
Current Firm: Cetera Advisor Networks LLC
Catherine Adkins (CRD# 5764685) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Littleton, CO and has over 3 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Thrivent Advisor Network, LLC
|Lyft||Denver, CO||Aug 2017 - Current||5|
|Cetera Advisor Networks LLC||Littleton, CO||Nov 2013 - Current||9|
|Cc Coaching And Consulting, Inc.||Littleton, CO||Nov 2013 - Current||9|
|Jenkins Wealth Management Group||Centennial, CO||Jun 2013 - Oct 2013||< 1|
|Metlife Securities Inc.||Greenwood Village, CO||Dec 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- 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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