Carrie Dick, financial advisor Payson AZ

Carrie Dick

CRD Number: 4461603
Current Firm: Commonwealth Financial Network

Carrie Dick (CRD# 4461603) is an Investment Advisor Representative working at Commonwealth Financial Network in Payson, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kevin Dick Investment Management Group Payson, AZ Apr 2012 - Current 11
Commonwealth Financial Network Waltham, MA Jan 2012 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Carrie J. Dick
Phone Number: 781-736-0700
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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