Kathleen CotnerCRD Number: 6068720
Current Firm: Edward Jones
Kathleen Cotner (CRD# 6068720) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 5 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Edward Jones||St. Louis, MO||Jun 2012 - Current||5|
|Flyer Enterprises, The Galley||Dayton, OH||Mar 2009 - Jun 2012||3|
|University Of Dayton||Dayton, OH||Aug 2008 - May 2012||3|
|Target||Trotwood, OH||Jun 2011 - Aug 2011||< 1|
|St Hugo Of The Hills||Bloomfield Hills, MI||Aug 2005 - Jun 2008||2|
|Marian||Bloomfield Hills, MI||Jun 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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)