Carrie Sue West
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2023 to now
- Raymond James Financial Services, Inc.Sep 2023 to now
- Ameriprise Financial Services, LLCOct 2020 to Sep 2023
- Equity Services, Inc.Oct 2019 to Oct 2020
- National Life GroupOct 2019 to Oct 2020
- Morgan Stanley Private Bank, N.A.Sep 2016 to Oct 2019
- Morgan StanleyJul 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5562986
- Firm CRD
- 149018