Kathryn Woodham (CRD# 4096399) is an Investment Advisor Representative working at Wells Fargo Advisors in Dothan, AL and has over 24 years of experience in the finance industry.
CRD# 5280300
Jackson Thornton Asset Management, LLC
CRD# 7046353
Cambridge Investment Research Advisors, Inc.
CRD# 857123
Capsouth Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network LLC | Dothan, AL | May 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- AL
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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