Carie Carney, financial advisor Osterville MA

Carie Carney

CRD 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 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lenk Ladner Investment Solutions Osterville, MA Nov 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Carie A. Carney
Phone Number: 508-428-1645
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    265
    MILLIONS
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $614,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MA, NH, NY

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