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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CL

Carrie Lynn Penoyer

New York·CRD #4670190
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Carrie Lynn Silvestro

New York·CRD #4825792
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Carrie Lynn Woods

Connecticut·CRD #6674927
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Carrie Masure

Arizona·CRD #7090544
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Carrie M Port

New York·CRD #6557374
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
View profile
CN

Carrie Nola Kulig

Connecticut·CRD #2871845
IA Rep

Investment Adviser Rep at CGN ADVISORS, LLC

Experience
14 yrs
States
3
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CO

Carrie O'Neil

Connecticut·CRD #5159896
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Carrie Prusa

Florida·CRD #5178421
Dual-registered

Dual-registered at BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee / Other
Minimum
$500k
View profile
CS

Carrie Silva

Florida·CRD #4556833
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Carrie Thelise Maerz

Oregon·CRD #6025923
Dual-registered

Dual-registered at TPG FINANCIAL ADVISORS, LLC

Experience
14 yrs
States
1
Exams
9
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Carri Lynn Berger

Alaska·CRD #3251101
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Carri M Sanford

Alabama·CRD #2914126
Dual-registered

Dual-registered at LUKEN INVESTMENT ANALYTICS, LLC

Experience
27 yrs
States
9
Exams
11
Since
1999
Fee
AUM / Subscription / Other
View profile
CK

Carrington Kelvin Chalwe Jr

Florida·CRD #8321404
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CR

Carroll Ronald Sanderson

Mississippi·CRD #4825209
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
22 yrs
States
1
Exams
4
Since
2004
Fee
AUM / Hourly / Flat Fee / Other
View profile
CS

Carroll S Baker

Florida·CRD #5051537
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Carson Allen Purvis

Florida·CRD #8266358
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

States
2
Exams
2
Since
2026
Est. fee
AUM / Flat Fee
View profile
CA

Carson Andrew Rasmussen

Washington·CRD #6313349
IA Rep

Investment Adviser Rep at FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Performance-based
View profile
CB

Carson Blake Hansen

California·CRD #8058747
IA Rep

Investment Adviser Rep at PAINTED PORCH ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Flat Fee
View profile
CC

Carson Charles Crandall

New York·CRD #8022101
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Carson Clayton Goldmeer

Arizona·CRD #8149228
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Carson David Cheek

Missouri·CRD #8091503
IA Rep

Investment Adviser Rep at WHEELHOUSE ADVISORY GROUP, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Commission / Other
View profile
CD

Carson Dean Chambers

Oklahoma·CRD #7945603
Dual-registered

Dual-registered at TRINITY STRATEGIC WEALTH

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
CD

Carson Dean Filion

Virginia·CRD #7534703
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Carson Dean St. Amour

Michigan·CRD #7959461
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 517 | AdvisorFinder