Lena WyandCRD Number: 5448070
Current Firm: Charter Oak Capital Management
Lena Wyand (CRD# 5448070) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 9 years of experience in the finance industry. Lena Wyand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Charter Oak Capital Management||Kennebunk, ME||Oct 2007 - Current||9|
|Hunter Advisors||Portsmouth, NH||Jun 2007 - Jul 2007||< 1|
|Vitale Caturano||Boston, MA||Sep 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management370MILLIONS
Total Number of Accounts2,277ACCOUNTS
Average Account Value$162,394
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA
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