Kathleen CoppolaCRD Number: 6137468
Current Firm: Edward Jones
Kathleen Coppola (CRD# 6137468) is an Investment Advisor Representative working at Edward Jones in Pawleys Island, SC and has over 5 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Edward Jones||St Louis, MO||Nov 2012 - Current||5|
|Unemployed||Myrtle Beach, SC||Jul 2012 - Nov 2012||< 1|
|Sunovion Pharmaceuticals||Marlborough, MA||Oct 2011 - Jun 2012||< 1|
|Inventiv Health||Somerset, NJ||Aug 2010 - Oct 2011||1|
|Glaxosmithkline||Research Triangle, NC||Oct 2003 - Aug 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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