Carolyn KeatingCRD Number: 2606209
Current Firm: 36 North Capital Management, LLC
Carolyn Keating (CRD# 2606209) is an Investment Advisor Representative working at 36 North Capital Management, LLC in Bentonville, AR and has over 16 years of experience in the finance industry.
Lpl Financial LLC
Arvest Wealth Management
|36 North Capital Management, LLC||Bentonville, AR||Sep 2021 - Current||2|
|Cambridge Associates, LLC||Arlington, VA||Jun 2015 - Sep 2021||6|
|U.s. Development Finance Corporation (formerly Opic)||Washington, DC||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$1,331,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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