Carrie West
Carrie West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Olney, TX, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
210 E. Main, Olney, TX, 76374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie owns and operates West Ranch, an agriculture/farming business, since 2013. She dedicates a few hours per week to farming and ranching activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Equity Services, INC.Broker
Esi Financial Advisors
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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.