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Lois Carrier, financial advisor Johnson City TN

Lois Carrier

CRD Number: 1904279
Current Firm: Worthwhile Wealth Council
Compensation Model: Fee Only
Lois Carrier (CRD# 1904279) is an Investment Advisor Representative working at Carrier, Maurice & Webb Wealth Advisors in Johnson City, TN and has over 27 years of experience in the finance industry. Lois Carrier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Wealthwise, Inc. Greeneville, TN Sep 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Aug 1993
Contact Info for Lois A. Carrier
508 Princeton Rd, Suite 301, Johnson City, TN 37601
Phone Number: 423-610-0099
Advisor Website: http://www.cmwwealth.com
Firm Website: https://www.alignable.com/sedona-az/carrier-maurice-webb-wealth-advisors
Registered State(s):
  • AZ
  • NC
  • TN
  • VA
Current Firm Details
Worthwhile Wealth Council
Firm's CRD Number: 126918
508 Princeton Rd, Suite 301, Johnson City, TN 37601
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $155,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NC, TN, VA

Firm Disclaimer:

CMW Wealth Advisors is a Fee Only, Independent Owner Operated Registered Investment Adviser Firm led by CFP® professionals with over 50 years' experience in hand-on money management. No investment products are sold here and no compensation is received in connection with the sale of any financial products leaving conflicts of interest in the selection and management of client portfolios completely free from the typical conflicts of interest inherent with non fee only advisors. Securities used in implementing investment strategies are not guaranteed or covered by FDIC. Past performance of investments is not an assurance of future results.

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