CA
CA

Charlotte Claire Legrand Allen

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1214 East Cary Street, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charlotte works as a Regional Director - South Central for RiverFront Investment Group, LLC, dedicating full-time hours to portfolio management. She also works as a Registered Representative of a Broker Dealer for ALPS Distributors, Inc., spending a few hours per week on marketing/sales for the RiverFront Funds.

Employment History
Current Registrations
Riverfront Investment Group, LLC
August 2021 - Present · 4 yrs 6 mos
Alps Distributors, INC.Broker
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charlotte Claire Legrand Allen - Financial Advisor | TrueAdvisor