Carrie Cocanour is a registered investment advisor, based in Austin, TX, with 11 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is a life insurance agent with Symonds Wealth Management, spending nearly full-time on this role. She is also an investment advisor representative (IAR) with Kestra Advisory Services, LLC, also dedicating nearly full-time hours. Finally, Carrie is a wholesale account member for wellness supplements, dedicating minimal time and earning commissions on sales.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Princor Financial Services CorporationBroker
Allstate Financial Services, LLCBroker
Nylife Securities INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.