Carrie West (CRD# 5562986) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Olney, TX and has over 15 years of experience in the finance industry.
CRD# 6067116
Edward Jones
CRD# 2385776
American Independent Securities Group, LLC
CRD# 4771572
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Olney, TX | Sep 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Olney, TX | Sep 2023 - Current | < 1 |
| Carrie West Wealth Management | Olney, TX | Sep 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Wichita Falls, TX | Oct 2020 - Sep 2023 | 2 |
| National Life Group | Southlake, TX | Oct 2019 - Oct 2020 | 1 |
| Equity Services, Inc. | Montpelier, VT | Oct 2019 - Oct 2020 | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Sep 2016 - Oct 2019 | 3 |
| Morgan Stanley | Wichita Falls, TX | Jul 2016 - Oct 2019 | 3 |
| Edward Jones | St. Louis, MO | Jul 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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