Carlin
Champion

Mfs Institutional Advisors Inc

CRD#6895530
Investment Advisor
in Boston, MA

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About this Advisor

Carlin Champion is a financial advisor based in Boston, Massachusetts, working with Mfs Institutional Advisors Inc. Carlin has previously held positions at Edward Jones, United Parcel Services, Dicks Sporting Goods, Ithaca College, Juniors Landscaping, Tower Ridge Country Club, Independent Contractor/Self, and Mfs Fund Distributors, Inc. Carlin has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Carlin is part of Mfs Institutional Advisors Inc, which operates out of Boston, Massachusetts. The firm has 1,300 employees and manages assets totaling $128.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mfs Institutional Advisors Inc includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

111 Huntington Avenue
Boston, MA 02199-7618

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Mfs Institutional Advisors Inc Brokerage Details

Total Assets Under Management

$128,519,177,590

MA Average: $16,012,751,954
Total Number of Employees

1,300

MA Average: 118
Total Number of Accounts

8,586

MA Average: 4,567
Average Account Size

$14,968,458

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carlin Champion Work History

2018 - Present (7 years)

Mfs Fund Distributors, Inc

2018 - 2018 (< 1 year)

Edward Jones

2017 - 2017 (< 1 year)

United Parcel Services

2017 - 2017 (< 1 year)

United Parcel Services

2017 - 2017 (< 1 year)

Independent Contractor/Self

2016 - 2016 (< 1 year)

Dicks Sporting Goods

2015 - 2017 (2 years)

Ithaca College

2014 - 2014 (< 1 year)

Tower Ridge Country Club

2013 - 2017 (4 years)

Ithaca College

2009 - 2015 (6 years)

Juniors Landscaping

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Carlin Champion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mfs Institutional Advisors Inc

Joe Valencia
Boston, MA
Paul Centauro
Boston, MA
Mitchell Tofte
Boston, MA
Thomas Shanley
Boston, MA
Lori Hubbard
Boston, MA
Mathew Nolan
Boston, MA
Andy Tyndall
Boston, MA
Scott Edgcomb
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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