Cathy PorterCRD Number: 1326194
Current Firm: Edward Jones
Cathy Porter (CRD# 1326194) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 18 years of experience in the finance industry.
Emerald Asset Management, Inc.
Whitener Capital Management, Inc.
|Edward D. Jones & Company, LP||St. Louis, MO||Aug 1984 - Current||32|
|Edward D. Jones & Company||Rocky Mount, NC||Aug 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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