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Carrie Lynn Irwin

CONVERGENCE FINANCIAL ADVISORS, INC.·SOUTHFIELD, Michigan
Unclaimed Profile
4000 TOWN CENTER, SOUTHFIELD, MI 48075CRD# 4838117Firm CRD# 158819
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4838117
Firm CRD# 158819
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SOUTHFIELD
Richard Allen Gonzales — CIG ASSET MANAGEMENT, INC.Timothy John Otto — CORECAP ADVISORS, INC.Dennis Michael Brown — CORECAP ADVISORS, LLCRaymond Max Pett — CORECAP ADVISORS, INC.Osman Radwan Minkara — CIG ASSET MANAGEMENT, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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