Christine McEwanCRD Number: 2698006
Current Firm: Independence Square Holdings, LLC
Christine McEwan (CRD# 2698006) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Jul 2021 - Current||2|
|Lpl Financial LLC||King Of Prussia, PA||Jul 2021 - Current||2|
|Sun Trust Investment Services||King Of Prussia, PA||Aug 2020 - Jul 2021||< 1|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Aug 2020 - Jul 2021||< 1|
|Truist Investment Services, Inc.||King Of Prussia, PA||Feb 2021 - Feb 2021||< 1|
|Bb&t Securities||King Of Prussia, PA||Mar 2016 - Feb 2021||4|
|Valley Forge Asset Management Corp.||King Of Prussia, PA||Dec 1995 - Mar 2016||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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