Carrie Anne Hepburn
Investment adviser representative at Zuna, LLC
24 yearsExperience
1 stateRegistered in
$411.3MFirm assets
6 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.
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Lair Hill Partners Inc.Oct 2019 to now
- Zuna, LLCOct 2019 to now
- Harbour Investments LLCJul 2019 to now
- Northwest Capital Management, Inc.Nov 2002 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
Zuna, LLC
$411.3MAssets managed
58Clients
3Advisers
6 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
- 6669044
- Firm CRD
- 306113