Charlotte Legrand (CRD# 7412173) is an Investment Advisor Representative working at Riverfront Investment Group, LLC in Richmond, VA and has over 2 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverfront Investment Group, LLC | Richmond, VA | Apr 2023 - Current | 1 |
| Alps Distributors, Inc. | Denver, CO | Jul 2021 - Current | 2 |
| Riverfront Investment Group, LLC | Richmond, VA | Jan 2022 - Apr 2023 | 1 |
| Riverfront Investment Group, LLC | Richmond, VA | May 2021 - Dec 2021 | < 1 |
| Unemployed | Amelia Court House, VA | Oct 2019 - May 2021 | 1 |
| Exane Derivatives | Paris, | Sep 2018 - Sep 2019 | 1 |
| Unemployed | Paris, | Jun 2018 - Aug 2018 | < 1 |
| Exane Bnp Paribas | Paris, | Dec 2017 - May 2018 | < 1 |
| Oddo Bhf | Paris, | Sep 2016 - Sep 2017 | 1 |
| Mpm & Partners | Monaco, | Dec 2015 - Aug 2016 | < 1 |
| Student | Nice, | Sep 2015 - Nov 2015 | < 1 |
| Student | Mexico City, | Feb 2015 - Jun 2015 | < 1 |
| Student | Amsterdam, | Sep 2014 - Jan 2015 | < 1 |
| Vilebrequin | Juan Les Pins, | Jul 2014 - Aug 2014 | < 1 |
| Student | Nice, | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- VA
-
Total Assets Under Management751MILLIONS
-
Total Number of Accounts485ACCOUNTS
-
Average Account Value$1,548,628
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.