Kathryn Mckee Woodham

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Dothan, AL

Previous Registrations

• 2000-04-19 → 2007-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dothan, AL
  Dothan, AL

Other Businesses

NOTARY PUBLIC; NOT INVESTMENT RELATED; ALABAMA; START 3/15/2007; MINIMAL TIME DEVOTED.; KATIE WOODHAM FINE ART, NOT INV RELATED, DOTHAN, AL, ARTIST, START 11/1/2020, 15 HRS/MONTH, 2 HRS DURING TRADING, CREATE AND SELL ART. HALFTIME INVESTMENT PROPERTIES, LLC, INVT RELATED, DOTHAN AL, 100% OWNERSHIP WITH SPOUSE, START 12/13/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, TO PURCHASE UNDEVELOPED REAL ESTATE.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-10

Other Names

• Kathryn Elaine Brown
• Kathryn Brown-Woodham
• Katie Brown-Woodham
• Kathryn Elaine Mckee
• Kathryn M Woodham