Caroline Hallett (CRD# 7362942) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has 1 year of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2024 - Current | < 1 |
| Edward Jones | Bluffton, SC | Apr 2021 - Jan 2024 | 2 |
| Instacart | Bluffton, SC | Feb 2021 - Apr 2021 | < 1 |
| Go Store It | Bluffton, SC | Jul 2017 - Feb 2021 | 3 |
| Cubesmart | Bluffton, SC | Jan 2016 - Jul 2017 | 1 |
| 278 Econo Storage | Bluffton, SC | Nov 2015 - Jan 2016 | < 1 |
| The Beach House/ North View Group | Hilton Head, SC | Apr 2013 - Oct 2015 | 2 |
| Seapines | Hilton Head, SC | Mar 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- SC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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