Carrie Jean Robson

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Contact Information

Direct

(xxx) xxx-xxxx

linkedin.com/in/xxxxxx

Facebook

facebook.com/xxxxxx

Email

xxxxx@xxxx.xxx

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

720 Mckinley Ave Nw, Canton, OH 44703

August 7, 2025 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

720 Mckinley Avenue Nw, Canton, OH 44703

August 5, 2025 - Present

Past

AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363

RIA

Canton, OH

August 5, 2022 - July 29, 2025

AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363

BD

Canton, OH

August 2, 2022 - July 29, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATEDPast·CRD# 793

RIA

Canton, OH

July 26, 2021 - August 22, 2022

STIFEL, NICOLAUS & COMPANY, INCORPORATEDPast·CRD# 793

BD

Canton, OH

July 26, 2021 - August 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Canton, OH

September 27, 2018 - July 27, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Canton, OH

September 27, 2018 - July 27, 2021

ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158

RIA

Akron, OH

January 30, 2007 - October 10, 2018

ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158

BD

Akron, OH

June 24, 2005 - October 10, 2018

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Current Firm

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/25/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WASHINGTON TOWNSHIP VOLUNTEER FIRE DEPARTMENT POSITION: Firefighter/EMT NATURE: Volunteer Firefighter/EMT INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 5843 Beechwood Ave, Alliance OH 44601, United States DESCRIPTION: I respond to fires, accidents, and medical calls when I am available. This is 100% volunteer, no service time is required or scheduled.

Similar Advisors

Vincent Renaut

PIER 42 ADVISORS

SOUTH DENNIS, MA · CRD#

View profile

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

San Diego, CA · CRD#

View profile

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

MOUNT PLEASANT, SC · CRD#

View profile

Douglas English

ACT ADVISORS

ASHEVILLE, NC · CRD#

View profile

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Florida
(8/15/2025)

RR

Ohio
(8/5/2025)

IAR

Ohio
(8/7/2025)

RR

Pennsylvania
(8/7/2025)

RR

Texas
(8/15/2025)

IAR

Texas
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.