Carrie Ruark, financial advisor Lewes DE

Carrie Ruark

CRD Number: 4789329
Current Firm: Lokken Investment Group, LLC

Carrie Ruark (CRD# 4789329) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lokken Investment Group, LLC Lewes, DE Dec 2008 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Carrie M. Ruark
Phone Number: 302-645-6650
Registered State(s):
  • DE
  • MD
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    960
    ACCOUNTS
  • Average Account Value
    $204,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

DE, FL, LA, MD, PA, TX

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