Kaitlin GreeneCRD Number: 5863870
Current Firm: Edward Jones
Kaitlin Greene (CRD# 5863870) is an Investment Advisor Representative working at Edward Jones in Weaverville, NC and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Joel Adams And Associates Inc.
|Edward Jones||St Louis, MO||Nov 2019 - Current||3|
|State Employees' Credit Union||Greenville, NC||Aug 2014 - Oct 2019||5|
|Edward Jones Investments||Greenville, NC||Nov 2010 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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