Carly PrenticeCRD Number: 5395767
Current Firm: Lockton Investment Advisors, LLC
Carly Prentice (CRD# 5395767) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Lockton Financial Advisors||Chicago, IL||May 2009 - Current||8|
|Lockton Companies, LLC||Chicago, IL||May 2009 - Current||8|
|Lockton Investment Advisors, LLC||Chicago, IL||May 2009 - Current||8|
|Unemployed||Chicago, IL||Jan 2009 - Apr 2009||< 1|
|Blue Prairie Group, LLC||Chicago, IL||Jan 2006 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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