Annie Caslin, financial advisor Keene NH

Annie Caslin

CRD Number: 7127286
Current Firm: Edward Jones

Annie Caslin (CRD# 7127286) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 3
Bennington Pottery Bennington, VT Nov 2017 - Apr 2019 1
Enterprise Rent-a-car Bennington, VT May 2018 - Aug 2018 < 1
Full-time Education Bennington, VT Jun 2017 - Nov 2017 < 1
D's Market And Deli Bennington, VT May 2016 - May 2017 1
Unemployed Bennington, VT Feb 2015 - May 2016 1
Bennington Cinemas Bennington, VT Dec 2013 - Feb 2015 1
Unemployed Bennington, VT Jan 2009 - Dec 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Annie J. Caslin
Phone Number: 314-515-2000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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