Carrie FellonCRD Number: 4879192
Current Firm: Agili, P.c.
Carrie Fellon (CRD# 4879192) is an Investment Advisor Representative working at Agili, P.c. in Bethlehem, PA and has over 17 years of experience in the finance industry. Carrie Fellon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hamilton-bates Investment Research, Inc.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Northampton Community College||Bethlehem, PA||Sep 2014 - Current||7|
|Legacy Planning Partners||Allentown, PA||Aug 2015 - Sep 2016||1|
|Securian Financial Services, Inc.||St Paul, MN||Aug 2015 - Sep 2016||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2009 - Aug 2015||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2009 - Aug 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2004|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management1,067MILLIONS
Total Number of Accounts1,942ACCOUNTS
Average Account Value$549,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
DC, FL, MD, NC, NH, NJ, PA, TX, VA
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