Erin Jones Briney
CRD Number: 5613793Current Firm: Cadaret Grant & Co Inc.
Compensation Model: Both
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cadaret, Grant & Company, Inc. | Toledo, OH | Jan 2015 - Current | 9 |
Capital Managemnt Strategies LLC | Toledo, OH | Jan 2015 - Current | 9 |
Pnc Investments | Toledo, OH | Nov 2009 - Dec 2014 | 5 |
Pnc Bank | Toledo, OH | Nov 2009 - Dec 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
S63 | Uniform Securities State Law Examination | Jul 2009 |
- CA
- IN
- MI
- OH
- TX
-
Total Assets Under Management5,843MILLIONS
-
Total Number of Accounts23,861ACCOUNTS
-
Average Account Value$244,860
- 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)
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, WY
Offering securities through Cadaret Grant & Co Inc, member FINRA/SIPC.
Capital Management Strategies LLC and Cadaret Grant are separate entities.
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