Noah FrenchCRD Number: 3084855
Current Firm: Financial Engines Advisors LLC
Noah French (CRD# 3084855) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Newton Center, MA and has over 23 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - Current||3|
|Edelman Financial Services LLC||Faifax, VA||Jul 2014 - Nov 2018||4|
|Ef Legacy Securities, LLC||Henrico, VA||Apr 2016 - Oct 2018||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 Management290,355MILLIONS
Total Number of Accounts1,586,142ACCOUNTS
Average Account Value$183,057
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- 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, WY
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