Carrie Fellon

from Agili, P.c.
SEC regulated
Regulated Investment Advisor
Carrie Fellon is a financial advisor based in Virginia, Richmond, with 20 years of experience. Carrie currently works for Agili, P.c.. Carrie maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carrie Fellon works at Agili, P.c.
Agili, P.c. is a financial advisory firm based in Richmond, Virginia. It currently has approximately $969,903,891 of assets under management and employs about 19 people. Agili, P.c. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
1806 Summit Avenue, Suite 100, Richmond, Virginia, 23230

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