Carrie Lynn Foote

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2006 → 02/2023
  Cuso Financial Services,Lp
  San Diego, CA
• 03/2023 → Present
  Park Avenue Securities
  New York, NY
• 02/2023 → Present
  Guardian Life Insurance
  New York, NY

Previous Registrations

• 2006-11-01 → 2023-02-22
  Cuso Financial Services, L.P.
  San Diego, CA
• 2005-06-15 → 2006-09-05
  Commonwealth Financial Network
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-04-12
• S63 Uniform Securities Agent State Law Examination
  1999-09-20

Other Names

• Carrie Lynn Yumibe
• Carrie Lynn Yumibe
• Carrie Lynn Foote
• Carrie Foote