Catherine Belanger (CRD# 4158039) is an Investment Advisor Representative working at Colonial River Wealth Management LLC in Midlothian, VA and has over 22 years of experience in the finance industry. Catherine Belanger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Williamsburg, VA | Nov 2020 - Current | 3 |
| Colonial River Investments, LLC | Midlothian, VA | Nov 2020 - Current | 3 |
| First Choice Financial Services Inc. | Amsterdam, NY | Jan 2002 - Current | 22 |
| Catherine Terry Rental Property | Amsterdam, NY | Jan 2000 - Current | 24 |
| Voya Financial Advisors, Inc. | Amsterdam, NY | Oct 2014 - Nov 2018 | 4 |
| Hometown Financial Svces. | Amsterdam, NY | May 1994 - Jun 2016 | 22 |
| H.d. Vest Investment Services | Amsterdam, NY | Jun 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- VA
-
Total Assets Under Management275MILLIONS
-
Total Number of Accounts1,415ACCOUNTS
-
Average Account Value$194,063
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MD, NC, NE, NH, NJ, NY, SC, TX, VA
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