Janet
Carrasco

Comerica Securities

CRD#4055866
Investment Advisor
in Phoenix, AZ

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About this Advisor

Janet Carrasco is a financial advisor who works in Phoenix, Arizona with a total of 6 years of industry experience. Carrasco currently works for Comerica Securities. Over the course of their career, Carrasco has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Comerica Bank, Comerica Securities, Inc and Target. Carrasco has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California, Michigan, New Mexico and Utah. Comerica Securities is an advisory firm based in Detroit, MI. It has offices in 24 locations and a total of 211 advisors. It handles $2 billion in assets under management across its 4,527 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 4,527 customer accounts, 28% belong to high-net-worth individuals who have more than $1 million in investable assets. Comerica Securities performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which service is provided. However, fees billed by Comerica Securities likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3200 East Camelback Road Suite 150
Phoenix, AZ 85018

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Comerica Securities Brokerage Details

Total Assets Under Management

$2,385,128,214

AZ Average: $943,424,332
Total Number of Employees

211

AZ Average: 21
Total Number of Accounts

4,527

AZ Average: 1,586
Average Account Size

$526,867

AZ Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Janet Carrasco Work History

Janet has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Comerica Bank

2016 - Present (8 years)

Comerica Bank

2015 - Present (9 years)

Comerica Securities, Inc

2015 - 2015 (< 1 year)

Target

2014 - 2014 (< 1 year)

Bank Of America, N.A

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janet Carrasco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Comerica Securities

Bruce Sellars
Detroit, MI
Janet Carrasco
Phoenix, AZ
Michael Correll
Farmington, MI
Kathleen Jones
Grand Rapids, MI
Robert Nagy
Los Angeles, CA
Dennile Haddock
Farmington, MI
Lisa Bailey
Bloomfield Hills, MI
Derek Yoder
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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