Unclaimed Profile

Katherine Merrill Poss

TRADEMARK CAPITAL MANAGEMENT INC.·WATKINSVILLE, Georgia

Clean recordTRADEMARK CAPITAL MANAGEMENT INC.

1551 JENNINGS MILL ROAD, WATKINSVILLE, GA 30677CRD# 6449012Firm CRD# 214512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katherine Merrill Poss · WATKINSVILLE, GA

Registration

CRD #6449012 · TRADEMARK CAPITAL MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Katherine Merrill Poss is a registered financial advisor based in WATKINSVILLE, Georgia, affiliated with TRADEMARK CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRADEMARK CAPITAL MANAGEMENT INC.

AUM

$209M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRADEMARK CAPITAL MANAGEMENT INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6449012

Firm CRD# 214512

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Merrill Poss offer?

Katherine Merrill Poss specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.

What are Katherine Merrill Poss's credentials?

Katherine Merrill Poss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Merrill Poss located?

Katherine Merrill Poss is based in WATKINSVILLE, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC.. Their office serves clients in the WATKINSVILLE metropolitan area and surrounding communities.

How does Katherine Merrill Poss charge for services?

Katherine Merrill Poss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADEMARK CAPITAL MANAGEMENT INC.?

TRADEMARK CAPITAL MANAGEMENT INC. has approximately 10 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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