Carolyn Bare (CRD# 5499563) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Naples, FL | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Mar 2017 - Current | 7 |
| Suncoast Credit Union | Ft Myers, FL | Mar 2017 - Current | 7 |
| Lpl Financial LLC | Naples, FL | Mar 2015 - Mar 2017 | 2 |
| Advantage Investment Management, LLC | Naples, FL | Mar 2015 - Mar 2017 | 2 |
| Cuso Financial Services, LP | San Diego, CA | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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