Charlotte Claire Legrand allen
Investment adviser representative at Riverfront Investment Group, LLC
10 yearsExperience
2 statesRegistered in
$2.2BFirm assets
18 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
10 years in the industry.
- Riverfront Investment Group, LLC.May 2021 to now
- Alps Distributors, Inc.Jul 2021 to May 2026
- UnemployedOct 2019 to May 2021
- Exane DerivativesSep 2018 to Sep 2019
- UnemployedJun 2018 to Aug 2018
- Exane Bnp ParibasDec 2017 to May 2018
- Oddo BhfSep 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, VA).
Riverfront Investment Group, LLC
$2.2BAssets managed
1,534Clients
30Advisers
18 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
- 7412173
- Firm CRD
- 146221