Carrie Bertrand (CRD# 4953514) is an Investment Advisor Representative working at Bertrand Investment Strategies, LLC in Oklahoma City, OK and has over 18 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bertrand Investment Strategies, LLC | Oklahoma City, OK | Oct 2022 - Current | 1 |
| Bertrand Longhorn & Equestrian, LLC | Oklahoma City, OK | Jan 2000 - Current | 24 |
| Bertrand Retirement Solutions, LLC | Oklahoma City, OK | Jan 2000 - Current | 24 |
| Impact Partnership Wealth, LLC | Kennesaw, GA | Jul 2021 - Jun 2023 | 1 |
| Bertrand Investment Strategies, LLC | Oklahoma City, OK | Oct 2022 - Mar 2023 | < 1 |
| Investment Strategies, LLC | Oklahoma City, OK | Jun 2006 - Jul 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- OK
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OK
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