Carissa
Shivers
Ae Wealth Management, LLC
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About this Advisor
Carissa Shivers is a financial advisor based out of Charleston, South Carolina. Shivers works at Ae Wealth Management, LLC. Shivers has gained experience at Edward Jones, Lakehouse Pub And Grille, Kelly Services, Under Armour, University Of Vermont, Manpower, Fort William Henry, Mcdonalds, Money Concepts Capital Corp, Pgi Financial Services, Inc, Wright Fitness Center and Ae Wealth Management, LLC. Shivers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in South Carolina. Ae Wealth Management, LLC is a financial advisory business operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It manages $19 billion in total assets among its 160,475 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Ae Wealth Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carissa Shivers Work History
Carissa has been registered as a financial advisor for 0 years.*
Ae Wealth Management, LLC
Pgi Financial Services, Inc
Money Concepts Capital Corp
Edward Jones
Kelly Services
Lakehouse Pub And Grille
Under Armour
University Of Vermont
Manpower
Fort William Henry
Wright Fitness Center
Mcdonalds
*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 Carissa Shivers 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 Ae Wealth Management, LLC
Johns Island, SC
San Diego, CA
Topeka, KS
Denver, CO
Lawrence, KS
Denver, CO
Topeka, KS
Platte City, MO
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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