MC
Mary A. Carbine
BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT 84043
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CRD#: 7652803
MC
Professional summary
Mary Amelia Carbine is a registered financial advisor currently at BRIGHTER RETIREMENT ADVISORS LLC located in Lehi, Utah.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mary has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1) Independent Insurance Agent; Investment Related; Location: 200 Ashton Blvd., Ste. 120, Lehi, UT 84043; Nature: Life insurance sales; Description: Research and offer life/annuity products to clients as part of their comprehensive retirement plan.; Start Date: 08-31-2023; Hours per month during trading hours: 8; Hours per month outside trading hours: 8.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Amelia Carbine's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 25, 2022 - Present
BRIGHTER RETIREMENT ADVISORS LLC
Office #1: 2000 Ashton Blvd Ste. 120, Lehi, UT 84043RIA
CRD#: 321746
Lehi, UT
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.Highlighted states indicate IAR registrations
IAR
Utah(10/25/2022)
Current Firm
BR
BRIGHTER RETIREMENT ADVISORS LLC
BRIGHTER RETIREMENT ADVISORS LLC
CRD#: 321746 / SEC#:
Texas
Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)Utah
Registered Investment Advisory firm - (9/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Ashton Blvd Ste. 120, Lehi, UT 84043
Mailing Address
Phone number
(801) 901-0987
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 46,741,908 |
Red Flags
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