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Carrie Briar

Clarendon Insurance Agency, Inc.

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About Carrie Briar

Carrie Briar is a financial professional registered with Clarendon Insurance Agency, Inc. in Indiana. Carrie has been in the financial services industry since December 23, 2001. She is a licensed Series 66, Series 24, and Series 7 representative. She has been registered with Clarendon Insurance Agency, Inc. since November 8, 2023. Carrie has previous experience with CETERA FINANCIAL SPECIALISTS LLC, LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and ONB INVESTMENT SERVICES, INC.

Firm Information

Carrie Briar is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carrie Briar’s Registration & Firm History

IN

11/08/2023 - Present

Clarendon Insurance Agency, Inc. (Zionsville IN)

IL

01/04/2023 - 10/17/2023

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

IN

11/30/2009 - 12/15/2022

LPL FINANCIAL LLC (INDIANAPOLIS IN)

IN

11/30/2005 - 12/01/2009

INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)

IN

11/14/2001 - 12/01/2005

ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)

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Licenses & Designations

BOTH

Issued 11/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Briar.
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