Mary Amelia Carbine

Employer firm

Brighter Retirement Advisors LLC CRD 321746

$58.4M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• EDUCATIONAL COURSES

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 → 07/2018
  Cakefu Llc
  Henderson, NV
• 07/2018 → 09/2022
  Brighter Wealth
  Lehi, UT
• 09/2022 → Present
  Brighter Retirment
  Lehi, UT
• 10/2022 → Present
  Brighter Retirement Advisors Llc
  Lehi, UT

Other Businesses

1) Independent Insurance Agent; Investment Related; Location: 200 Ashton Blvd., Ste. 120, Lehi, UT 84043; Nature: Life insurance sales; Description: Research and offer life/annuity products to clients as part of their comprehensive retirement plan.; Start Date: 08-31-2023; Hours per month during trading hours: 8; Hours per month outside trading hours: 8.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-24