Carrie Ruark (CRD# 4789329) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lokken Investment Group, LLC | Lewes, DE | Dec 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- DE
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts1,231ACCOUNTS
-
Average Account Value$245,230
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA
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