Jeanne Fritchley is a registered investment advisor, based in Charlotte, NC, with 29 years of industry experience.
Location
5605 Carnegie Boulevard - Suite 400, Charlotte, NC, 28209
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Regulatory History
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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Jeanne is a managing member of Rivendale Farm LLC, an equestrian facility, dedicating about a quarter of her time to running the farm. She also serves as a trustee for the Phillip J Kelsey Trust B, spending a few hours per week on this activity.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Vanguard Marketing CorporationBroker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.