Emma ChurchCRD Number: 6279282
Current Firm: Charter Oak Capital Management
Emma Church (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Clear View Wealth Advisors, LLC
Lake Street Advisors, LLC
|Charter Oak Capital Management||Kennebunk, ME||Sep 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Sep 2015||< 1|
|Morgan Stanley||Portland, ME||Dec 2013 - Sep 2015||1|
|Disability Rms||Westbrook, ME||Oct 2012 - Nov 2013||1|
|Buffleheads Restaurant||Biddeford, ME||Aug 2006 - Sep 2013||7|
|Roger Williams University||Bristol, RI||Aug 2008 - May 2012||3|
|Kennebunk High School||Kennebunk, ME||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
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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