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||5|
|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
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