Carrie Jean Robson
Investment adviser representative at Kestra Advisory Services, LLC
23 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
- Pension consulting
Experience
23 years in the industry.
- Kestra Advisory Services, LLCAug 2025 to now
- Kestra Investment Services, LLCAug 2025 to now
- Ameriprise Financial Services, LLCAug 2022 to Aug 2025
- Stifel Nicolaus & Co IncJul 2021 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Jul 2021
- Robert W Baird & CoAug 2003 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4189955
- Firm CRD
- 283330