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Christene Haulsee Mcnew

Osaic Institutions, Inc.

Rocky Mount, VA

Abingdon, VA

CRD 5573141

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Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-09-17
  • VA RA
    APPROVED
    Since 2019-09-17

Branch Locations

Rocky Mount, VA • United States

350 W. Main Street, Abingdon, VA 24210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Peoples Bank Abingdon VA 08/2012 Present
Lpl Financial, Llc Abingdon VA 04/2017 12/2017
Infinex Investments, Inc. Meriden CT 01/2018 Present
  • 08/2012 → Present
    New Peoples Bank
    Abingdon, VA
  • 04/2017 → 12/2017
    Lpl Financial, Llc
    Abingdon, VA
  • 01/2018 → Present
    Infinex Investments, Inc.
    Meriden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-16
S63 Uniform Securities Agent State Law Examination 2017-07-27
  • S66 Uniform Combined State Law Examination
    2019-09-16
  • S63 Uniform Securities Agent State Law Examination
    2017-07-27
Other Names
  • Betty Christene Haulsee

View on SEC IAPD

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