Carolynn Bridget Bridges
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bank of Ann ArborJan 2026 to now
- LPL Financial, LLCFeb 2024 to now
- Self EmployedFeb 2024 to Dec 2025
- LPL Financial LLCMay 2021 to Jan 2024
- City Center Advisors, LLCJul 2020 to Feb 2021
- City Center Financial, LLCJul 2020 to Feb 2021
- UnemployedJul 2019 to Jul 2020
- Sagepoint Financial, Inc.Jan 2017 to Jul 2019
- Woodbury Financial Services IncSep 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2752726
- Firm CRD
- 6413