Carrie Temkin (CRD# 4868378) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 19 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monarch Plan Advisors | Simi Valley, CA | Jul 2022 - Current | 1 |
| 3(38) Investment Fiduciaries | Simi Valley, CA | Jul 2022 - Current | 1 |
| Unemployed | Coral Gables, FL | Aug 2020 - Jul 2022 | 1 |
| Legg Mason Investor Services, LLC | Lake Wylie, SC | Jun 2010 - Aug 2020 | 10 |
| Legg Mason & Co, LLC | Chicago, IL | Jun 2010 - Aug 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, FL, NC, TX
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