Paul Carriere
Professional summary
Paul Carriere, CFP®, who also goes by Paul D Carriere, is a registered financial advisor currently at CARRIERE FINANCIAL PLANNING LLC located in Colorado Springs, Colorado and ORIGIN INVESTMENT ADVISORY LLC located in Colorado Springs, Colorado.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Carriere's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
July 21, 2021 - Present
CARRIERE FINANCIAL PLANNING LLC
March 18, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
December 17, 2019 - April 14, 2021
EDWARD JONES
December 16, 2019 - April 14, 2021
EDWARD JONES
January 8, 2018 - June 18, 2019
USAA INVESTMENT SERVICES COMPANY
February 16, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
June 19, 2014 - June 18, 2019
USAA FINANCIAL ADVISORS, 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
(7/21/2021)
(3/31/2022)
Exams
Current Firm
CARRIERE FINANCIAL PLANNING LLC
CRD#: 315205 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 3,300,000 |
Red Flags
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