Carson Wick
Investment Adviser Representative at Lemnis Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carson Wick is an investment adviser representative with Lemnis Capital in Richardson, TX, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Whitehouse ISDAug 2015 – Apr 2021Whitehouse, TX
- Hollytree Country ClubMar 2020 – Aug 2021Tyler, TX
- Private Golf InstructorMay 2022 – Aug 2022Tyler, TX
- Southside BankMay 2024 – Aug 2024Tyler, TX
- Texas Tech UniversitySep 2021 – May 2025Lubbock, TX
- UnemployedMay 2025 – Nov 2025Dallas, TX
- Equitable Advisors, LLCNov 2025 – Mar 2026Dallas, TX
- Innovation Partners LLCMar 2026 – Jun 2026Richardson, TX
- Lemnis CapitalNov 2025 – Jun 2026Richardson, TX
- The Vanguard Group, Inc.Sep 2026 – no end date reportedPlano, TX
- Vanguard Marketing CorporationSep 2026 – no end date reportedPlano, TX
- Vanguard Advisers, Inc.Sep 2026 – no end date reportedPlano, TX
- UnemployedJun 2026 – Sep 2026Dallas, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lemnis Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Richardson, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carson Wick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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