Kathryn SatterthwaiteCRD Number: 5401237
Current Firm: Ftb Advisors, Inc.
Kathryn Satterthwaite (CRD# 5401237) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Memphis, TN and has over 8 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Ftb Advisors, Inc.||Memphis, TN||Oct 2013 - Current||3|
|First Tennessee Brokerage, Inc.||Memphis, TN||Jun 2007 - Current||9|
|First Tennessee Bank||Memphis, TN||Apr 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI