Caroline Sinclair
Caroline Sinclair is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cary, NC, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1400 Crescent Green Drive, Suite 211, Cary, NC, 27518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caroline is the owner and a financial advisor at Caroline Sinclair Wealth Partners, LLC since 2021. This takes about half of Caroline's time, including a significant portion during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations20 states
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