Erin ClancyCRD Number: 6749843
Current Firm: Edward Jones
Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 2 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Lpl Financial LLC
|Edward Jones||St Louis, MO||Jan 2019 - Current||2|
|Edward Jones||Poughkeepsie, NY||Jan 2017 - Jan 2019||2|
|Jeanette Gordon||Poughkeepsie, NY||Feb 2015 - Jan 2017||1|
|Clancy's Cafe And Creamery||Hyde Park, NY||May 2013 - Feb 2015||1|
|Pet Pro||Hopewell Junction, NY||May 2011 - Nov 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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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