Carlin
Champion

Columbia Management Investment Advisers, LLC

CRD#6895530
Investment Advisor
in Jamaica Plain, MA

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About this Advisor

Carlin Champion is a financial advisor based in Jamaica Plain, Massachusetts, working with Columbia Management Investment Advisers, LLC. Carlin has previously worked at Edward Jones, United Parcel Services, Dicks Sporting Goods, Ithaca College, Juniors Landscaping, Independent Contractor/Self, Mfs Fund Distributors, Inc, Columbia Management Investment Distributors, Inc, and Columbia Management Investment Advisers, LLC. Carlin has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Carlin is part of Columbia Management Investment Advisers, LLC, which operates out of Jamaica Plain, Massachusetts. The firm has 8 offices and 910 employees. The firm manages assets totaling $457.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Jamaica Plain, MA

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$457,482,709,435

MA Average: $16,012,751,954
Total Number of Employees

910

MA Average: 118
Total Number of Accounts

6,061

MA Average: 4,567
Average Account Size

$75,479,741

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Carlin Champion Work History

2024 - Present (1 year)

Columbia Management Investment Distributors, Inc

2024 - Present (1 year)

Columbia Management Investment Advisers, LLC

2018 - 2018 (< 1 year)

Edward Jones

2018 - 2024 (6 years)

Mfs Fund Distributors, Inc

2017 - 2017 (< 1 year)

United Parcel Services

2017 - 2017 (< 1 year)

United Parcel Services

2017 - 2017 (< 1 year)

Independent Contractor/Self

2016 - 2016 (< 1 year)

Dicks Sporting Goods

2015 - 2017 (2 years)

Ithaca College

2013 - 2017 (4 years)

Ithaca College

2009 - 2015 (6 years)

Juniors Landscaping

Disclosures

Please visit the SEC profile of Carlin Champion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbia Management Investment Advisers, LLC

Dustin Kanode
Boston, MA
Nicole Vance
Boston, MA
Dylan Houllahan
Boston, MA
Joseph Feeney
Boston, MA
Cory Wasylow
Boston, MA
Luke Coogan
Boston, MA
Anthony Johnson
Boston, MA
Anita Nedeljkov
Boston, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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