Christopher Carey (CRD# 7054433) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carnegie Investment Counsel | Pepper Pike, OH | Aug 2020 - Current | 3 |
| Carnegie Investment Counsel | Pepper Pike, OH | Sep 2018 - Aug 2020 | 1 |
| University Of Reading | Reading, | Aug 2014 - Jun 2018 | 3 |
| De Lage Landen Ltd | London, | Jun 2016 - Jun 2017 | 1 |
| Re Hospitality | London, | Jul 2015 - Sep 2015 | < 1 |
| Waitrose Plc | London, | Sep 2013 - May 2015 | 1 |
| St John's Senior School | London, | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- OH
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Total Assets Under Management4,520MILLIONS
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Total Number of Accounts7,293ACCOUNTS
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Average Account Value$619,724
- A percentage of assets under your management
- Hourly charges
- Performance-based 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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