Carina Bush, financial advisor Clinton IA

Carina Bush

CRD Number: 4704187
Current Firm: Stratos Wealth Partners, Ltd

Carina Bush (CRD# 4704187) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clinton, IA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Clinton, IA Aug 2014 - Current 9
Stratos Wealth Partners, Ltd Clinton, IA Aug 2014 - Current 9
First Wealth Financial Group, LLP Clinton, IA Sep 2012 - Current 11
Eagle Strategies LLC Clinton, IA Dec 2013 - Aug 2014 < 1
New York Life Insurance Company Cedar Rapids, IA Sep 2003 - Aug 2014 10
Nylife Securities Cedar Rapids, IA Sep 2003 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Carina L. Bush
Phone Number: 440-519-2500
Registered State(s):
  • IA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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