Charles Kane, financial advisor Boston MA

Charles Kane

CRD Number: 818704
Current Firm: Penobscot Investment Management Company, Inc.

Charles Kane (CRD# 818704) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 41 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Penobscot Investment Management Co Boston, MA Sep 2010 - Current 11
Charles Kane, Jr. Investment Counsel Duxbury, MA Oct 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1981
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Charles F. Kane
Phone Number: 617-227-3111
Firm Website: http://www.pimboston.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $1,622,707
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT, LA, MA, MD, ME, NH, NY, TX

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