Brenda
Carrico
Searcy Financial Services, Inc
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About this Advisor
Brenda Carrico is a financial advisor based in Overland Park, Kansas, working with Searcy Financial Services, Inc. Brenda has previously held positions at Searcy Financial Services, Inc and Allos Investment Advisors, LLC. Brenda has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Brenda is part of Searcy Financial Services, Inc, which operates out of Overland Park, Kansas. The firm has 3 offices and 7 employees. The firm manages assets totaling $377.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Searcy Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Searcy Financial Services, Inc Brokerage Details
$377,863,130
7
981
$385,182
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brenda Carrico Work History
Searcy Financial Services, Inc
Allos Investment Advisors, LLC
Disclosures
Please visit the SEC profile of Brenda Carrico to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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