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Carolyn Tewell

16 Years of Experience
Meadville, PA
Broker

Carolyn Tewell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meadville, PA, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

911 Diamond Park, Meadville, PA, 16335

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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.

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Other Business Activities

Carolyn works as a financial planner for Bush Investment Group, dedicating about half of her time to this role. This activity is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2010 - Present · 16 yrs 4 mos
State Registrations6 states
AZFLOHPARISC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.