Carrie WestCRD Number: 5562986
Current Firm: Morgan Stanley
Carrie West (CRD# 5562986) is an Investment Advisor Representative working at Morgan Stanley in Wichita Falls, TX and has over 9 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Morgan Stanley||Wichita Falls, TX||Jul 2016 - Current||1|
|Edward Jones||St. Louis, MO||Jul 2008 - Jul 2016||8|
|Munday Cisd||Munday, TX||Jul 2007 - May 2008||< 1|
|Graham Isd||Graham, TX||May 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV