Cassandra Webster (CRD# 5540457) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
CRD# 5189191
Assetgrade, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Windhaven Investment Mangement | Boston, MA | Sep 2013 - Current | 4 |
| Pensco Trust Company | Portsmouth, NH | Jul 2011 - Sep 2013 | 2 |
| Ymca | Goffstown, NH | Sep 2009 - Jun 2012 | 2 |
| Robert Half International | Portsmouth, NH | Dec 2010 - Jul 2011 | < 1 |
| Banana Republic | Salem, NH | Aug 2009 - Dec 2010 | 1 |
| Unemployed | Manchester, NH | Jun 2009 - Aug 2009 | < 1 |
| Charles Schwab | Orlando, FL | May 2008 - Jun 2009 | 1 |
| Rollins College | Winter Park, FL | Aug 2004 - May 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.