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Carrie Beth Sigler

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
739 clients
Average Client Portfolio
$617K average
Assets Under Management
$455.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee is negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5582 West Henrietta Road, West Henrietta, NY, 14586

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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

Carrie is associated with Horizon Advisory Services, Inc. as a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Horizon Financial
April 2021 - Present · 4 yrs 10 mos
Private Client Services, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
September 2020 - December 2020 · 3 mos
Securities Service Network, LLCBroker
June 2015 - September 2020 · 5 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
July 2007 - June 2015 · 7 yrs 11 mos
State Registrations10 states
FLMAMDNCNHNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.