Charles KaneCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
Total Assets Under Management854MILLIONS
Total Number of Accounts526ACCOUNTS
Average Account Value$1,622,707
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, LA, MA, MD, ME, NH, NY, TX
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