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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Rowena Faulkner is a registered Investment Advisor Representative with Odlum Brown USA Investment Management Limited. Charlotte Faulkner has been working in the financial industry since 1994. Charlotte Faulkner is registered in Arizona, California, Colorado, Connecticut, Florida, Maine, North Carolina, Texas and Washington. Charlotte Faulkner is a Series 65 holder and has over 27 years of experience in the industry.
1100-250 HOWE STREET
VANCOUVER, BRITISH COLUMBIA, V6C 3S9
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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06/30/2006 - Present
Odlum Brown USA Investment Management Limited (VANCOUVER, BRITISH COLUMBIA )
IA
Issued 06/29/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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