Carrie Hulen is a registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
238 S Washington Blvd, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie has ownership stakes in several investment-related LLCs, including Carsoni LLC, Capstan Insurance Consulting LLC, Capstan Financial Legacy LLC, Henry's Growth Enterprises LLC, Capstan Financial Holding LLC, and Capstan Growth Partners LLC. She also serves as trustee for the Carsoni Inc 401k.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Painewebber INC.Broker
State Registrations20 states
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