Charlotte GregoryCRD Number: 6058218
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charlotte Gregory (CRD# 6058218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 4 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Richmond, VA||Apr 2012 - Current||4|
|Unemployed/student At James Madison University||Harrisonburg, VA||Feb 2012 - Apr 2012||< 1|
|Corgans Publick House||Harrisonburg, VA||Dec 2011 - Feb 2012||< 1|
|Unemployed/student At James Madison University||Harrisonburg, VA||Nov 2011 - Dec 2011||< 1|
|Big Dogs Hookah Lounge||Harrisonburg, VA||Jul 2011 - Nov 2011||< 1|
|Unemployed/student At James Madison University||Harrisonburg, VA||May 2011 - Jul 2011||< 1|
|Texas Steakhouse||Harrisonburg, VA||Mar 2010 - May 2011||1|
|Unemployed/student At James Madison University||Harrisonburg, VA||Jan 2010 - Mar 2010||< 1|
|Starbucks Inc.||Richmond, VA||Aug 2009 - Dec 2009||< 1|
|Fasmart||Richmond, VA||May 2009 - Aug 2009||< 1|
|Panera Bread||Harrisonburg, VA||Sep 2008 - May 2009||< 1|
|Ida Lee Recreation Center||Leesburg, VA||Dec 2006 - May 2009||2|
|Jazzie Pools||Leesburg, VA||May 2008 - Sep 2008||< 1|
|Jess Lunch||Harrisonburg, VA||Feb 2008 - May 2008||< 1|
|Unemployed/student||Harrisonburg, VA||Sep 2007 - Feb 2008||< 1|
|Hallmark||Leesburg, VA||Sep 2006 - Dec 2006||< 1|
|Rockville Pool||Richmond, VA||May 2006 - Sep 2006||< 1|
|Tropical Smoothie||Richmond, VA||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.