Noah FrenchCRD Number: 3084855
Current Firm: Edelman Financial Services, LLC
Noah French (CRD# 3084855) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Ef Legacy Securities, LLC||Henrico, VA||Apr 2016 - Current||1|
|Edelman Financial Services LLC||Faifax, VA||Jul 2014 - Current||2|
|Sanders Morris Harris Inc.||Houston, TX||Jul 2014 - Apr 2016||1|
|Valmark Securities, Inc.||Akron, OH||Mar 2013 - Jun 2014||1|
|New England Securities||Boston, MA||Mar 2005 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management14,880MILLIONS
Total Number of Accounts69,807ACCOUNTS
Average Account Value$213,159
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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