Christine
Mcewan
Independence Square Holdings, LLC
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About this Advisor
Christine Mcewan is a financial advisor based in King Of Prussia, Pennsylvania, working with Independence Square Holdings, LLC. Christine has previously held positions at Valley Forge Asset Management Corp, Suntrust Advisory Services, Inc, Truist Investment Services, Inc, Lpl Financial LLC, Independence Square Holdings, LLC, Bb&T Securities, and Sun Trust Investment Services. Christine has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Christine is part of Independence Square Holdings, LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 7 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Independence Square Holdings, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independence Square Holdings, LLC Brokerage Details
$1,146,643,141
40
3,402
$337,050
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Christine Mcewan Work History
Lpl Financial LLC
Independence Square Holdings, LLC
Truist Investment Services, Inc
Suntrust Advisory Services, Inc
Sun Trust Investment Services
Bb&T Securities
Valley Forge Asset Management Corp
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.
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King Of Prussia, PA
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