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Christian Owen Carrico

MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC·JACKSON, Mississippi
Clean recordMISSISSIPPI INVESTMENT MANAGEMENT CO., LLC
2630 RIDGEWOOD ROAD, JACKSON, MS 39216CRD# 3045141Firm CRD# 152588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christian Owen Carrico · JACKSON, MS
Registration
CRD #3045141 · MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christian Owen Carrico is a registered financial advisor based in JACKSON, Mississippi, affiliated with MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BANKPLUS WEALTH MANAGEMENT, LLC
BANKPLUS WEALTH ADVISORS
AUM
$151M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3045141
Firm CRD# 152588
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christian Owen Carrico offer?
Christian Owen Carrico specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are Christian Owen Carrico's credentials?
Christian Owen Carrico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian Owen Carrico located?
Christian Owen Carrico is based in JACKSON, Mississippi, working with MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Christian Owen Carrico charge for services?
Christian Owen Carrico's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC?
MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC has approximately 18 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC

Charles David Cleland
JACKSON, MS
James Sanford Clark
JACKSON, MS
Jeffrey Scott Lohmeier
JACKSON, MS
John William Bertaut
JACKSON, MS
Julia M Ott
JACKSON, MS
Mary Patricia Martin
JACKSON, MS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)TUPELO (6)FLOWOOD (5)MOSS POINT (4)STARKVILLE (4)CLINTON (3)
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RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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