Carlisle C. Wysong
Professional summary
Carlisle Cravens Wysong, who also goes by Carlisle Wysong, is a registered financial advisor currently at CHALK CREEK PARTNERS, LLC located in Fort Worth, Texas.
Carlisle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Carlisle has worked at 5 firms and has passed the Series 63, Series 55, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carlisle Cravens Wysong's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 29, 2019 - Present
CHALK CREEK PARTNERS, LLC
May 1, 2001 - October 16, 2002
J.P. MORGAN SECURITIES INC.
August 22, 2000 - May 1, 2001
JPMSI
July 28, 1999 - September 5, 2000
CREDIT SUISSE SECURITIES (USA) LLC
October 18, 1993 - November 2, 1993
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2021)
(10/29/2019)
Exams
Series 55
Date: 10/25/2000
Limited Representative-Equity Trader ExamCurrent Firm
CHALK CREEK PARTNERS, LLC
CRD#: 305270 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 28,200,000 |
Red Flags
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