Carleen Harbin (CRD# 7437009) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has 1 year of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingsport, TN | Sep 2013 - Current | 10 |
| R W Baird | Kingsport, TN | Sep 2021 - Sep 2023 | 2 |
| Wood Construction & Remodeling | Johnson City, TN | Jul 2020 - Sep 2021 | 1 |
| Unemployed | Kingsport, TN | Apr 2020 - Jul 2020 | < 1 |
| Finer Things For Her | Kingsport, TN | Oct 2016 - Apr 2020 | 3 |
| Studio 21 Hair Salon | Weber City, VA | Jun 2015 - Oct 2016 | 1 |
| Legacy School Of Hair Design | Weber City, VA | May 2014 - Jun 2015 | 1 |
| Sloopy's Diner | Kingsport, TN | Apr 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- TN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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