Carie CarneyCRD Number: 4467490
Current Firm: Lenk Ladner Investment Solutions LLC
Carie Carney (CRD# 4467490) is an Investment Advisor Representative working at Lenk Ladner Investment Solutions LLC in Osterville, MA and has over 14 years of experience in the finance industry.
Beacon Financial Planning Of Cape Cod
Four Ponds Financial Planning
Insight Financial Services, Inc.
|Lenk Ladner Investment Solutions||Osterville, MA||Nov 2010 - Current||6|
|Self||Marstons Mills, MA||May 2008 - Nov 2010||2|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Hyannis, MA||May 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management114MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$361,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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