Christine McEwan (CRD# 2698006) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Square Holdings, LLC | King Of Prussia, PA | Jul 2021 - Current | 2 |
| Lpl Financial LLC | King Of Prussia, PA | Jul 2021 - Current | 2 |
| Sun Trust Investment Services | King Of Prussia, PA | Aug 2020 - Jul 2021 | < 1 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Aug 2020 - Jul 2021 | < 1 |
| Truist Investment Services, Inc. | King Of Prussia, PA | Feb 2021 - Feb 2021 | < 1 |
| Bb&t Securities | King Of Prussia, PA | Mar 2016 - Feb 2021 | 4 |
| Valley Forge Asset Management Corp. | King Of Prussia, PA | Dec 1995 - Mar 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- PA
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts3,402ACCOUNTS
-
Average Account Value$337,050
- A percentage of assets under your management
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AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA
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