Gwen Callinan (CRD# 7638902) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
CRD# 5466021
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Retail Management | Boston, MA | Sep 2022 - Current | 1 |
| Pio Pio Chicken | Charlotte, NC | Jun 2022 - Aug 2022 | < 1 |
| Auburn University | Auburn, AL | Aug 2018 - May 2022 | 3 |
| Perspective Counseling | Auburn, AL | Jan 2022 - Mar 2022 | < 1 |
| Auburn Football Recruiting | Auburn, AL | Aug 2021 - Feb 2022 | < 1 |
| Suneast Development | Old Lyme, CT | May 2021 - Aug 2021 | < 1 |
| Moore's Mill Country Club | Auburn, AL | Aug 2020 - Nov 2020 | < 1 |
| Enventys Partners | Charlotte, NC | May 2020 - Aug 2020 | < 1 |
| Nannying | Charlotte, NC | May 2020 - Aug 2020 | < 1 |
| New Dominion Bank (now Park National Bank- Charlotte) | Charlotte, NC | May 2019 - Aug 2019 | < 1 |
| Nanny | Charlotte, NC | May 2018 - Aug 2018 | < 1 |
| Carmel Christian School | Charlotte, NC | Aug 2015 - May 2018 | 2 |
| Carmel Christian School | Charlotte, NC | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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 derived from SEC.gov data covering 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.
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.