Carol YochemCRD Number: 1254414
Current Firm: Ftb Advisors, Inc.
Carol Yochem (CRD# 1254414) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.
Corvus Capital Management LLC
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
|First Tennessee Bank||Nashville, TN||Feb 2014 - Current||4|
|Ftb Advisors, Inc.||Nashville, TN||Feb 2014 - Current||4|
|Td Private Client Wealth LLC||Greenville, SC||Jun 2013 - Feb 2014||< 1|
|Td Bank, N.a.||Greenville, SC||May 2013 - Feb 2014||< 1|
|The Private Partnership, LLC||Raleigh, NC||Jul 2012 - Apr 2013||< 1|
|First Citizens Bank||Raleigh, NC||Sep 2005 - Jun 2012||6|
|First Citizens Investor Services, Inc.||Raleigh, NC||Sep 2005 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S66||NASAA Uniform Combined State Law Examination||Nov 2000|
Total Assets Under Management4,806MILLIONS
Total Number of Accounts4,963ACCOUNTS
Average Account Value$968,411
- 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, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI
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