Aubrey Carlisle is a CFP-designated registered investment advisor, based in Dallas, TX, with 17 years of industry experience.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Guidestone Financial ServicesBroker
July 2021 - Present · 4 yrs 9 mos
Guidestone Advisors
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Inspire
July 2020 - May 2021 · 10 mos
Upright Financial, LLC
August 2018 - March 2020 · 1 yr 7 mos
Arthur Stein Financial, LLC
February 2018 - July 2018 · 5 mos
Guidestone Advisors
September 2009 - January 2018 · 8 yrs 4 mos
Guidestone Financial ServicesBroker
September 2009 - January 2018 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - August 2008 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - August 2008 · 1 yr 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.