Carrie Jean Mccollim

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2012 → Present
  Everharvest, Llc
  Pittsburgh, PA
• 09/2014 → 04/2017
  Pnc Investments
  Pittsburgh, PA
• 04/2017 → 08/2019
  Pnc Investments
  Pittsburgh, PA
• 09/2019 → 08/2022
  Fortune Financial Services, Inc.
  Monaca, PA
• 08/2021 → 08/2022
  Prosperity Wealth Management, Inc.
  San Ramon, CA
• 08/2022 → Present
  D A Davidson & Company
  Great Falls, MT

Previous Registrations

• 2021-08-16 → 2022-08-04
  Exodus Wealth, Llc
  Fort Lauderdale, FL
• 2014-10-24 → 2019-08-29
  Pnc Wealth Management Llc
  Pittsburgh, PA

Other Businesses

EVERHARVEST, LLC NON INVESTMENT RELATED, PITTSBURGH PA. ONLINE SHOP CONSULTING, DESIGNER CONSULTANT SINCE 01/2012 5 HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-24

Other Names

• Carrie Jean Carowick
• Carrie Jean Carowick