Katherine Brinkerhoff
CRD Number: 6061967Current Firm: Raymond James Financial Services Advisors, Inc.
Katherine Brinkerhoff (CRD# 6061967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandy, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Sandy, UT | May 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Sandy, UT | Mar 2021 - Current | 2 |
| Utah Wealth Strategies | Sandy, UT | Mar 2021 - Current | 2 |
| Fidelity Brokerage Services, LLC | American Fork, UT | Apr 2019 - Feb 2021 | 1 |
| Raymond James Financial Services, Inc. | Provo, UT | Dec 2016 - Apr 2019 | 2 |
| Church Of Jesus Christ Of Lds | Perth, | Jul 2015 - Dec 2016 | 1 |
| Raymond James Financial Services, Inc. | Provo, UT | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- UT
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Total Assets Under Management245,249MILLIONS
-
Total Number of Accounts932,793ACCOUNTS
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Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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