Katherine AbernathyCRD Number: 4287777
Current Firm: Wealth Pro Advisors, Inc.
Katherine Abernathy (CRD# 4287777) is an Investment Advisor Representative working at Wealth Pro Advisors, Inc. in Sarasota, FL and has over 7 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|Wealth Pro Advisors, Inc.||Sarasota, FL||Feb 2020 - Current||2|
|Apw Capital (formerly Comprehensive Asset Mgmt & Servicing)||Rockaway, NJ||May 2014 - Current||8|
|Truvestments Capital, LLC||Sarasota, FL||Mar 2018 - Feb 2020||1|
|Wealth Pro Advisors, Inc.||Sarasota, FL||Mar 2013 - Mar 2018||5|
|Unemployed||Sarasota, FL||Jan 2006 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management223MILLIONS
Total Number of Accounts360ACCOUNTS
Average Account Value$618,056
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NC, NH
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