Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Bare is an experienced financial advisor with over 15 years in the industry. She is currently registered with Avantax Advisory Services and offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Carolyn has previously held roles with LPL Financial LLC, CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., MetLife Securities Inc., VALIC Financial Advisors, Inc., and Ameriprise Financial Services, Inc. She is dedicated to providing personalized advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
SC
08/02/2024 - Present
Avantax Advisory Services (Greenville SC)
FL
05/18/2022 - 08/09/2024
LPL FINANCIAL LLC (NAPLES FL)
FL
04/21/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CAPE CORAL FL)
FL
04/01/2015 - 03/23/2017
LPL FINANCIAL LLC (NAPLES FL)
CA
05/19/2014 - 09/11/2014
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
01/24/2013 - 05/08/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/12/2009 - 10/26/2012
METLIFE SECURITIES INC. (SAN DIEGO CA)
NV
08/26/2008 - 10/13/2009
VALIC FINANCIAL ADVISORS, INC. (LAS VEGAS NV)
NV
05/09/2008 - 08/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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