Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Olney, TX 76374
Credentials
Series 66
Industry experience
17 years
Carrie West is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameriprise, National Life Group, Morgan Stanley, and Edward Jones. Outside of her advisory work, she owns and operates Carrie West Wealth Management, LLC, and is involved in farming and ranching through her ownership of West Ranch. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
210 E. Main
Olney, TX 76374
Texas
Raymond James Financial Services Advisors, Inc.
2023 - Present (3 years)
Raymond James Financial Services, Inc.
2023 - Present (3 years)
Ameriprise
2020 - 2023 (3 years)
National Life Group
2019 - 2020 (1 year)
Equity Services, Inc.
2019 - 2020 (1 year)
Morgan Stanley Private Bank, N.A.
2016 - 2019 (3 years)
Morgan Stanley
2016 - 2019 (3 years)
Edward Jones
2008 - 2016 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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