Carlene WhitselCRD Number: 1892555
Current Firm: First Allied Advisory Services, Inc.
Carlene Whitsel (CRD# 1892555) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in West Chester, PA and has over 24 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|First Allied Securities, Inc.||San Diego, CA||Mar 2015 - Current||2|
|First Allied Advisory Service, Inc.||San Diego, CA||Mar 2015 - Current||2|
|Fortis Investors, Inc.||Newark, DE||Jan 1998 - Current||19|
|Provident Mutual Life Ins Co||Phila, PA||Sep 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV