Kashlee Carver (CRD# 6990612) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Tempe, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
John Hancock Investment Management Distributors LLC | Boston, MA | May 2022 - Current | 2 |
John Hancock | Tempe, AZ | May 2022 - Current | 2 |
Valley Presbyterian | Paradise Valley, AZ | Apr 2014 - Current | 10 |
Edward Jones | Tempe, AZ | Aug 2018 - Apr 2022 | 3 |
Things Remembered | Chandler, AZ | Nov 2020 - Dec 2020 | < 1 |
Crooked Sky Farms | Phoenix, AZ | Jan 2018 - Jun 2018 | < 1 |
Evdi Medical Imaging | Mesa, AZ | Mar 2016 - Jan 2018 | 1 |
Mountain View Presbyterian | Scottsdale, AZ | Apr 2014 - Apr 2016 | 2 |
Transfer For Less | Mesa, AZ | Oct 2012 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- AZ
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- 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")
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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