Carrie Titus (CRD# 6908726) is an Investment Advisor Representative working at Edward Jones in Charlevoix, MI and has over 4 years of experience in the finance industry.
CRD# 2645924
Saxony Capital Management, LLC
CRD# 4799866
Huntington Financial Advisors
CRD# 2277394
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Nov 2019 - Current | 4 |
| Edward Jones | St Louis, MO | Mar 2018 - Nov 2019 | 1 |
| Tiny Many Company | Charlevoix, MI | Dec 2017 - Aug 2019 | 1 |
| Charlevoix Agency, Inc. | Charlevoix, MI | Oct 2017 - Feb 2018 | < 1 |
| Charlevoix Public Schools | Charlevoix, MI | Sep 2017 - Feb 2018 | < 1 |
| Color Street | Clifton, NJ | Oct 2017 - Dec 2017 | < 1 |
| State Farm | Charlevoix, MI | Jul 2017 - Aug 2017 | < 1 |
| 4front Credit Union | Petoskey, MI | Sep 2014 - Jun 2017 | 2 |
| Corporate Title Agency, LLC | Charlevoix, MI | Feb 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- MI
-
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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