Carrie Busse (CRD# 4270168) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Chillicothe, MO and has over 23 years of experience in the finance industry.
CRD# 3023093
Thrivent Investment Management Inc.
CRD# 3169370
Edward Jones
CRD# 2639302
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lombard Securities Incorporated | Baltimore, MD | Nov 2021 - Current | 2 |
| Lombard Advisers Incorporated | Baltimore, MD | Nov 2021 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Nov 2021 | 2 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - May 2021 | 4 |
| Summit Brokerage Services, Inc. | Chillicothe, MO | Sep 2016 - Sep 2019 | 3 |
| Vsr Advisory Services, Inc. | Overland Park, KS | Jan 2015 - Sep 2016 | 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Nov 2001 - Sep 2016 | 14 |
| Lawrence Gatson | Chillicothe, MO | Nov 2001 - Dec 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- MO
-
Total Assets Under Management366MILLIONS
-
Total Number of Accounts1,170ACCOUNTS
-
Average Account Value$313,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CO, DE, FL, IL, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA
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