Carolyn AbshierCRD Number: 5324995
Current Firm: Lpl Financial LLC
Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 15 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Lpl Financial LLC||San Antonio, TX||Jul 2021 - Current||1|
|David Ballard||San Antonio, TX||Jan 2019 - Jul 2021||2|
|The Lighthouse Team LLC||San Antonio, TX||Jan 2019 - Jul 2021||2|
|Various Insurance Carriers For W&r Insurance Agencies||Canyon Lake, TX||Oct 2007 - Jul 2021||13|
|Waddell & Reed, Inc.||San Antonio, TX||Apr 2007 - Jul 2021||14|
|Self-employed||New Braunfels, TX||Jun 2013 - Oct 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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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