Gail Carrion

Employer firm

Astra Wealth Management Group CRD 326006

$1.57B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Plano, TX
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 05/2019 → 05/2023
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
• 05/2023 → Present
  Tyche Wealth Partners Llc Dba Astra Wealth Management Group
  Plano, TX

Previous Registrations

• 2019-05-17 → 2023-05-24
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
  Plano, TX
• 2006-01-01 → 2019-05-17
  Wells Fargo Clearing Services, Llc
  Plano, TX
  Plano, TX

Other Businesses

GLC LEGACY LLC, INV RELATED, FRISCO, TX, 100% OWNERSHIP, START 3/3/2019, 2 HOURS PER MONTH, 1 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-27
• S63 Uniform Securities Agent State Law Examination
  1999-09-09