Carrie Dawn Cocanour

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 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

• 02/2023 → Present
  Kestra Advisory Services Llc
  Fort Worth, TX
• 10/2021 → 02/2023
  Ziply Fiber
  Everett, WA
• 01/2021 → 12/2022
  Goosehead Insurance
  Woodinville, WA
• 03/2020 → 12/2021
  Unite Private Networks
  Dallas, TX
• 10/2018 → 03/2020
  Charter Communications
  Coppell, TX
• 02/2014 → 10/2018
  Na
  N. Richland Hills, TX

Other Businesses

Life Insurance Agent in TX Business Name: SYMONDS WEALTH MANAGEMENT POSITION: rr NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2022 ADDRESS: 2512 Horne Street, Suite 100, Fort Worth TX 76107 DESCRIPTION: rr Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2 Ste 400, austin TX 78735 DESCRIPTION: IAR Business Name: CARRIE COCANOUR POSITION: Wholesale Account Member NATURE: wellness supplements INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2024 ADDRESS: 3562 Norfolk Rd, Fort Worth TX 76109 DESCRIPTION: I have no obligations at all. If I recommend the product to someone and they buy product I get a commission.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-27
• S65 Uniform Investment Adviser Law Examination
  2023-06-05

Other Names

• Carrie Dawn Penna
• Carrie Duvall
• Carrie Dawn Duvall
• Carrie Dawn Duvall
• Carrie Dawn Fox
• Carrie Cocanour