Kathryn RevelsCRD Number: 5902052
Current Firm: Advice And Planning Services
Kathryn Revels (CRD# 5902052) is an Investment Advisor Representative working at Advice And Planning Services in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Tiaa||Salt Lake City, UT||Feb 2016 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||Salt Lake City, UT||Feb 2016 - Current||1|
|Td Ameritrade||Draper, UT||Jul 2012 - Feb 2016||3|
|Lush Cosmetics||Murray, UT||Feb 2012 - Jan 2013||< 1|
|Fidelity Investments||American Fork, UT||Feb 2011 - May 2012||1|
|Fidelity Brokerage Services, LLC||American Fork, UT||Feb 2011 - Apr 2012||1|
|Comcast Inc.||Sandy, UT||Sep 2008 - Feb 2011||2|
|Ebay Inc.||Draper, UT||Mar 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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