Carrie PedersenCRD Number: 6533935
Current Firm: Lpl Financial LLC
Carrie Pedersen (CRD# 6533935) is an Investment Advisor Representative working at Lpl Financial LLC in Raleigh, NC and has over 4 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Lpl Financial LLC||Raleigh, NC||Jul 2015 - Current||6|
|The Fidelity Bank||Raleigh, NC||Jul 2015 - Current||6|
|Fidelity Bank (nc)||Raleigh, NC||May 2013 - Jul 2015||2|
|Asap Office Supply, Inc.||Raleigh, NC||Feb 2007 - Apr 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
|S63||Uniform Securities State Law Examination||Apr 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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