Carolane ChristianCRD Number: 1398047
Current Firm: Avantax Advisory Services
Carolane Christian (CRD# 1398047) is an Investment Advisor Representative working at Avantax Advisory Services in Indianapolis, IN and has over 36 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Avantax Advisory Services||Indianapolis, IN||Jun 2021 - Current||< 1|
|Avantax Investments Services Inc.||Indianapolis, IN||Jun 2021 - Current||< 1|
|Avantax Insurance Agency||Indianapolis, IN||Jun 2021 - Current||< 1|
|Carolane M Christian||Indianapolis, IN||Sep 1985 - Current||36|
|Hd Vest Investment Services||Indianapolis, IN||Oct 2017 - Jun 2019||1|
|Hd Vest Advisory Services Inc.||Indianapolis, IN||Oct 2017 - Jun 2019||1|
|Hd Vest Insurance Agency||Irving, TX||Oct 2017 - Jun 2019||1|
|Creative Financial Designs, Inc.||Indianapolis, IN||Aug 2017 - Oct 2017||< 1|
|Cfd Investments Inc.||Indianapolis, IN||Sep 2015 - Oct 2017||2|
|Independent Financial Group LLC||San Diego, CA||Nov 2009 - Aug 2015||5|
|Advanced Advisory Services Ltd||Indianapolis, IN||Oct 1999 - Dec 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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