Carie Carney, financial advisor Osterville MA
93 score

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 14 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 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
Contact Info for Carie A. Carney
Phone Number: 508-428-1645
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $361,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MA, NH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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