Catherine KitchinCRD Number: 2998262
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Catherine Kitchin (CRD# 2998262) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Princeton, IN and has over 19 years of experience in the finance industry.
Thurston, Springer, Miller, Herd & Titak, Inc.
Ameriprise Financial Services, Inc.
Lindsey Wealth Management
|Jjb Hilliard Wl Lyons||Vincennes, IN||Nov 1996 - Current||21|
|J.j.b. Hilliard, W.l. Lyons, Inc.||Vincennes, IN||Nov 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management7,005MILLIONS
Total Number of Accounts22,374ACCOUNTS
Average Account Value$313,088
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV