Elizabeth Charron
CRD Number: 4170154Current Firm: United Planners' Financial Services Of America A Limited Partner
Elizabeth Charron (CRD# 4170154) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners' Financial Services | Scottsdale, AZ | Aug 2009 - Current | 14 |
Reservoir Commons Condo Assoc. Inc. | Mansfield, CT | Jan 2009 - Current | 15 |
Snowdance Condo Owners Assoc | Brownsville, VT | Aug 2008 - Current | 15 |
Jlc Management LLC | Mansfield Center, CT | Jan 2003 - Current | 21 |
Reservoir Financial LLC | Mansfield Center, CT | Jan 2003 - Current | 21 |
Elizabeth Charron | Mansfield Center, CT | Apr 2000 - Current | 24 |
Pmp Research | Hermitage, PA | Dec 2009 - Jan 2017 | 7 |
Lebanon Ct Board Of Finance | Lebanon, CT | Aug 2009 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2000 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- CT
- NH
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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