Carly Rott (CRD# 6334722) is an Investment Advisor Representative working at Newedge Advisors in Lamoure, ND and has over 8 years of experience in the finance industry.
CRD# 6971479
Edward Jones
CRD# 4996577
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | Lamoure, ND | Mar 2018 - Current | 6 |
| Lpl Financial LLC | Lamoure, ND | Nov 2017 - Current | 6 |
| Investment Centers Of America, Inc. | Lamoure, ND | Sep 2014 - Nov 2017 | 3 |
| Investment Centers Of America | Lamoure, ND | May 2014 - Sep 2014 | < 1 |
| Ndsu | Fargo, ND | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- ND
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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
- 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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