Carlie Anderson (CRD# 5611581) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Sault Sainte Marie, MI and has over 14 years of experience in the finance industry.
CRD# 2439579
Lpl Financial LLC
CRD# 5594903
Raymond James Financial Services Advisors, Inc.
CRD# 5516121
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hantz Financial Services | Saulte Ste. Marie, MI | Jan 2018 - Current | 6 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2010 - Jan 2018 | 7 |
| Soo Co-op Credit Union | Sault Sainte Marie, MI | Feb 2010 - Jan 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MI
-
Total Assets Under Management6,389MILLIONS
-
Total Number of Accounts112,547ACCOUNTS
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Average Account Value$56,765
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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