CB
CB

Carla Rae Bessette

25 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

10615 Professional Circle Suite 206, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carla owns rental property and performs property management, but dedicates minimal time to it. She is also a partner in Bessette, LLC, which owns an RV, and spends no time on this activity. Finally, Carla works full-time as a financial advisor for Reno Tahoe Wealth Management.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
RBC Capital Markets, LLC
April 2001 - April 2024 · 23 yrs
RBC Capital Markets, LLCBroker
October 2000 - April 2024 · 23 yrs 6 mos
State Registrations2 states
NVTX
Advisor
Exams
No exam information available for this advisor.
Carla Rae Bessette - Financial Advisor | TrueAdvisor