Unclaimed Profile

Carrie Lynn Irwin

CONVERGENCE FINANCIAL ADVISORS, INC.·SOUTHFIELD, Michigan

CONVERGENCE FINANCIAL ADVISORS, INC.

4000 TOWN CENTER, SOUTHFIELD, MI 48075CRD# 4838117Firm CRD# 158819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Lynn Irwin · SOUTHFIELD, MI

Registration

CRD #4838117 · CONVERGENCE FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Carrie Lynn Irwin is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with CONVERGENCE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CORECAP ADVISORS, LLC

CORECAP ADVISORS

AUM

$2.5B

Regulatory assets under management

Employees

118

Total firm employees

View all advisors at CORECAP ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4838117

Firm CRD# 158819

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carrie Lynn Irwin offer?

Carrie Lynn Irwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Carrie Lynn Irwin's credentials?

Carrie Lynn Irwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Lynn Irwin located?

Carrie Lynn Irwin is based in SOUTHFIELD, Michigan, working with CONVERGENCE FINANCIAL ADVISORS, INC.. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Carrie Lynn Irwin charge for services?

Carrie Lynn Irwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENCE FINANCIAL ADVISORS, INC.?

CONVERGENCE FINANCIAL ADVISORS, INC. has approximately 118 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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