Cari Walling

from Procyon Advisors, LLC
SEC regulated
Regulated Investment Advisor
Cari Walling is a financial advisor based in Connecticut, Shelton, with 24 years of experience. Cari currently works for Procyon Advisors, LLC. Cari maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Cari Walling works at Procyon Advisors, LLC
Procyon Advisors, LLC is a financial advisory firm based in Shelton, Connecticut. It currently has approximately $1,240,000,000 of assets under management and employs about 37 people. Procyon Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1 Corporate Drive, Suite 225, Shelton, Connecticut, 6484

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