Charlotte BrillCRD Number: 1402803
Current Firm: Edward Jones
Charlotte Brill (CRD# 1402803) is an Investment Advisor Representative working at Edward Jones in Springfield, OR and has over 31 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Edward Jones||St Louis, MO||Sep 2010 - Current||7|
|Accountemps||Eugene, OR||Mar 1999 - Sep 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)