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Stefany Lynn Carrick

Chief Of StaffB.a. Roberts Financial Services, Inc.CRD 5956808

About Stefany Lynn Carrick

Stefany Lynn Carrick is listed as Chief Of Staff at B.a. Roberts Financial Services, Inc. in Marquette, MI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of B.a. Roberts Financial Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stefany Lynn Carrick work?

Stefany Lynn Carrick is listed as Chief Of Staff at B.a. Roberts Financial Services, Inc. on SEC Form ADV.

How much of B.a. Roberts Financial Services, Inc. does Stefany Lynn Carrick own?

Form ADV reports a beneficial ownership band of Under 5%.

B.a. Roberts Financial Services, Inc.

TitleChief Of Staff
OwnershipUnder 5%
Control personYes
Since2024