Carla Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry. Carla Hauser 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4420979
Osaic Wealth, Inc.
CRD# 5699016
Edward Jones
CRD# 2362862
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Womens Worth Alliance | North Wilkesboro, NC | Apr 2023 - Current | 1 |
| Boissett Collection | N. Wilkesboro, NC | May 2019 - Current | 4 |
| Cns Of Wilkes LLC | Wilkesboro, NC | Jun 2012 - Current | 11 |
| Carla Cooksey-hauser Financial Services | No. Wilkesboro, NC | Jun 2012 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | North Wilkesboro, NC | Mar 2012 - Current | 12 |
| Raymond James Financial Services | North Wilkesboro, NC | Feb 2012 - Current | 12 |
| Carla Souther Hauser Financial Services | Wilkesboro, NC | Apr 2008 - Current | 16 |
| Cns Of Wilkes County, LLC | North Wilkesboro, NC | Sep 2007 - Current | 16 |
| Insurance-non Variable | Wilkeboro, NC | Nov 2012 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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