Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Rae Mullins is an investment advisor representative at LPL Financial LLC in Tigard, Oregon. Carrie has been in the financial industry for 28 years. Carrie is licensed to provide investment advice in Oregon, Texas, and several other states. Carrie is also licensed to offer investment advice in Arizona, California, Colorado, Idaho, Indiana, Montana, New York, Oklahoma, Oregon, South Dakota, Virginia, and Washington. Carrie previously worked at Foresters Financial Services, Inc. in Beaverton, Oregon.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
10/12/2023 - Present
LPL Financial LLC (TIGARD OR)
OR
07/11/1995 - 03/29/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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