Charlotte Rowena Faulkner
Investment adviser representative at Odlum Brown USA Investment Management Limited
32 yearsExperience
9 statesRegistered in
$174.6MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
32 years in the industry.
- Odlum Brown USA Investment Management LimitedNov 2005 to now
- Odlum Brown LimitedJan 1994 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CO, CT, FL, ME, NC, TX, WA).
Odlum Brown USA Investment Management Limited
$174.6MAssets managed
255Clients
30Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5072013
- Firm CRD
- 132242