Katherine Yoho, financial advisor Nashville TN
96 score

Katherine Yoho

CRD Number: 5299658
Current Firm: Wiley Bros.-aintree Capital, LLC

Katherine Yoho (CRD# 5299658) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 9 years of experience in the finance industry. Katherine Yoho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wileybros Aintree Capital LLC Nashville, TN Aug 2012 - Current 4
Goldman Sachs New York, NY May 2012 - Aug 2012 < 1
Wiley Bros Aintree Capital Nashville, TN Feb 2007 - May 2012 5
The Viking Store Franklin, TN Dec 2006 - Feb 2007 < 1
Unemployed Franklin, TN Oct 2006 - Dec 2006 < 1
Music City Pool Franklin, TN May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Katherine E. Yoho
Phone Number: 615-255-6431
Firm Website: http://www.wileybros.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $649,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MN, MS, NC, NM, NY, OH, OK, PA, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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