
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
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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
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