Carla Parisi Keck

Tectonic Advisors LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement Planning

Tectonic Advisors LLC

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

2,171 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$4.3B

Fee Structure

Minimum Investment:$250K

Location

17 Cowboys Way, Ste 250, Frisco, TX, 75034

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Tectonic Advisors LLC

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Ameriprise Financial Services, LLC

June 2015 - July 2022 · 7 yrs 1 mo

Ameriprise Financial Services, LLCBroker

June 2015 - July 2022 · 7 yrs 1 mo

Ameriprise Financial Services, INC.

April 2012 - May 2015 · 3 yrs 1 mo

Ameriprise Financial Services, INC.Broker

April 2012 - May 2015 · 3 yrs 1 mo

Morgan Keegan & Company, INC.

November 2003 - March 2012 · 8 yrs 4 mos

Morgan Keegan & Company, INC.Broker

April 2003 - March 2012 · 8 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.