Catherine BoswellCRD Number: 1318182
Current Firm: Caprin Asset Management, LLC
Catherine Boswell (CRD# 1318182) is an Investment Advisor Representative working at Caprin Asset Management, LLC in Richmond, VA and has over 30 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Caprin Asset Management||Richmond, VA||Aug 2013 - Current||3|
|None||Richmond, VA||Oct 2010 - Aug 2013||2|
|Financeware, Inc.||Richmond, VA||Aug 2005 - Oct 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||May 1986|
Total Assets Under Management1,266MILLIONS
Total Number of Accounts975ACCOUNTS
Average Account Value$1,298,115
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, DC, FL, GA, KY, LA, MD, NC, NJ, NY, PA, SC, SD, TN, TX, VA, WV
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