Katherine ManahanCRD Number: 7026927
Current Firm: Rbc Capital Markets, LLC
Katherine Manahan (CRD# 7026927) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Rbc Capital Markets, Inc.||Minneapolis, MN||Mar 2022 - Current||< 1|
|Boulay Financial Advisors||Eden Prairie, MN||Sep 2021 - Mar 2022||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wayzata, MN||Oct 2018 - Aug 2021||2|
|Victory Capital Management||New York, NY||Sep 2007 - Sep 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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