Carlin Champion (CRD# 6895530) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 5839878
Fidelity Personal And Workplace Advisors
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 6371217
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston, MA | Dec 2018 - Current | 5 |
| Edward Jones | St Louis, MO | Jan 2018 - Nov 2018 | < 1 |
| United Parcel Services | Vernon, CT | Nov 2017 - Dec 2017 | < 1 |
| United Parcel Services | Hartford, CT | Nov 2017 - Dec 2017 | < 1 |
| Independent Contractor/self | Vernon, CT | Jun 2017 - Dec 2017 | < 1 |
| Ithaca College | Ithaca, NY | Aug 2013 - Aug 2017 | 4 |
| Ithaca College | Ithaca, NY | Nov 2015 - Apr 2017 | 1 |
| Dicks Sporting Goods | Ithaca, NY | Jun 2016 - Aug 2016 | < 1 |
| Juniors Landscaping | Windsor, CT | Jun 2009 - Aug 2015 | 6 |
| Tower Ridge Country Club | Simsbury, CT | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- MA
-
Total Assets Under Management128,519MILLIONS
-
Total Number of Accounts8,586ACCOUNTS
-
Average Account Value$14,968,458
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.