Brenda Carrico's Location
Overland Park, KS, US
Brenda Carrico's Work
- Director of Client Service @ Searcy Financial Services, Inc.
- Senior Financial Planning Associate @ Searcy Financial Services, Inc.
- Certified Professional Retirement Coach @ Searcy Financial Services, Inc.
- Financial Planning Associate @ Searcy Financial Services, Inc.
- REGISTERED PARAPLANNERsm @ Searcy Financial Services, Inc.
Brenda Carrico's Education
- College for Financial Planning
Chartered Retirement Planning Counselor (CRPC) Designation
2019 - 2020 - College for Financial Planning
Accredited Portfolio Management Advisor (APMA) Designation
2012 - 2013 - College for Financial Planning
Financial Paraplanner Qualified Professional (FPQP) Designation
2007 - 2007
- University of Missouri-Kansas City
Bachelor of Arts - BA (Political Science and Government)
1998 - 2000
Brenda Carrico's Skills
- Investment Advisory
- Asset Allocation
- Investments
- Securities
- Analysis
- Investment Management
- Strategic Financial Planning
- Retirement Planning
- Series 65
- Life and Health Insurance Licenses
Brenda Carrico's Summary
Brenda Carrico, based in Overland Park, KS, US, is currently a Director of Client Service at Searcy Financial Services, Inc., bringing experience from previous roles at Searcy Financial Services, Inc.. Brenda Carrico holds a 2019 - 2020 Chartered Retirement Planning Counselor (CRPC) Designation @ College for Financial Planning. With a robust skill set that includes Investment Advisory, Asset Allocation, Investments, Securities, Analysis and more, Brenda Carrico contributes valuable insights to the industry. Brenda Carrico has 2 emails on RocketReach.
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Top Searcy Financial Services, Inc. Employees
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34
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John Fales
CERTIFIED FINANCIAL PLANNER™ Professional, CCO at Searcy Financial Services, Inc.
Overland Park, KS, US32 -
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Ryan Brooke
CERTIFIED FINANCIAL PLANNER™ Professional, CIO at Searcy Financial Services, Inc.
Blue Springs, MO, US23 -
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Brenda Carrico
Director of Client Service at Searcy Financial Services, Inc.
Overland Park, KS, US21 -
12
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