Kristin Carlin (CRD# 2632010) is an Investment Advisor Representative working at Fern Impact Advisors, LLC in Duluth, GA and has over 27 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Fern Impact Advisors, Llc - Formerly Hunter Investment Partners | Duluth, GA | Apr 2020 - Current | 4 |
Hunter Investment Partners, LLC | Duluth, GA | May 2012 - Apr 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | May 2013 |
- GA
- NY
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$170,172
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
GA, NY
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