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 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|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|
|Holister||Troy, MI||Jun 2007 - Aug 2007||< 1|
|St. Hugo Of The Hills||Bloomfield Hills, MI||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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