Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
CRD# 4171657
Summit Wealth Group LLC
CRD# 1579811
Ubs Financial Services Inc.
CRD# 5824377
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Day In July LLC | Burlington, VT | Apr 2022 - Current | 2 |
| White River Valley Supervisory Union | Royalton, VT | Jul 2006 - Apr 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VT
-
Total Assets Under Management798MILLIONS
-
Total Number of Accounts3,148ACCOUNTS
-
Average Account Value$253,389
- A percentage of assets under your management
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, CT, FL, LA, MA, MD, ME, NH, NY, PA, TX, VT
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