Aubrey Carlisle, financial advisor Dallas TX
93 score

Aubrey Carlisle

CRD Number: 5306801
Current Firm: Guidestone Advisors

Aubrey Carlisle (CRD# 5306801) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Guidestone Financial Services Dallas, TX Sep 2009 - Current 7
Guidestone Advisors Dallas, TX Sep 2009 - Current 7
Guidestone Financial Resources Dallas, TX Aug 2008 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Dallas, TX Mar 2007 - Aug 2008 1
Brinks Home Security Irving, TX Dec 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Aubrey H. Carlisle
Phone Number: 214-720-6486
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $601,348
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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