CD
CD

Carrie Dupuie

19 Years of Experience
Berlin, MD
Broker

Carrie Dupuie is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Berlin, MD, with 19 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

215 N Main Street, Berlin, MD, 21811

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Carrie works as a dental healthcare manager for the DE Air National Guard, dedicating about one weekend a month and two weeks a year. She also works as a medical tech for the military, spending about 10% of her time on this activity, and owns a support company, Crd Financial Services, but spends no time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2011 - Present · 14 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2011 - Present · 14 yrs 7 mos
Previous Registrations
Edward Jones
March 2008 - December 2011 · 3 yrs 9 mos
Edward JonesBroker
April 2006 - December 2011 · 5 yrs 8 mos
State Registrations15 states
AZCADEFLMDMSNCNHNJPASCTXVAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Carrie Dupuie - Financial Advisor | TrueAdvisor