Carolyn Bare
Carolyn Bare is a registered investment advisor at Cetera Investment Advisers LLC, based in Seneca, SC, with 16 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
211 E. North 1st Street, Seneca, SC, 29678
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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
Carolyn owns a horse farm where her husband boards horses, dedicating minimal time to it. She also works as a financial advisor and insurance agent through various entities, including Trust Matters Financial and Avantax, spending a significant amount of time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Advantage Investment Management, LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 states
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