Christine
Mcewan
Independence Square Holdings, LLC
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About this Advisor
Christine Mcewan is a financial advisor operating in King Of Prussia, Pennsylvania with a total of 2 years of relevant experience. Mcewan is currently employed by Independence Square Holdings, LLC. The advisor has gained experience at Lpl Financial LLC, Independence Square Holdings, LLC, Valley Forge Asset Management Corp, Bb&T Securities, Sun Trust Investment Services, Suntrust Advisory Services, Inc and Truist Investment Services, Inc. Mcewan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Independence Square Holdings, LLC is a financial advisory firm operating out of King Of Prussia, PA. The firm has offices in six locations and a total of 41 employees. It manages $926 million in assets under management among its 2,025 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 2,025 customer accounts, 41% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management are based on the services. However, fees charged by Independence Square Holdings, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independence Square Holdings, LLC Brokerage Details
$926,375,464
41
2,025
$457,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Christine Mcewan Work History
Christine has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Independence Square Holdings, LLC
Truist Investment Services, Inc
Sun Trust Investment Services
Suntrust Advisory Services, Inc
Bb&T Securities
Valley Forge Asset Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christine Mcewan 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 Independence Square Holdings, LLC
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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