Carrie Letsinger, financial advisor The Villages FL

Carrie Letsinger

CRD Number: 5589062
Current Firm: Lpl Financial LLC

Carrie Letsinger (CRD# 5589062) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC The Villages, FL Dec 2019 - Current 4
Krsek Wade Llc Dba Synergy Wealth Alliance The Villages, FL Sep 2018 - Dec 2019 1
Cetera Advisors Denver, CO Jan 2018 - Dec 2019 1
Proequities, Inc. Lady Lake, FL Apr 2012 - Jan 2018 5
Wachovia Bank, N.a. Leesburg, FL Jun 2011 - Jan 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Carrie B. Letsinger
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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