AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CE

Carson Elizabeth Cook

North Carolina·CRD #6809786
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Carson Elwood Perkins

Texas·CRD #7625261
IA Rep

Investment Adviser Rep at HERITAGE RETIREMENT ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CE

Carson E McDaniel

North Carolina·CRD #4168196
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Carson Gerald Condu

North Carolina·CRD #7964684
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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CH

Carson Henry

Maryland·CRD #8174516
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Carson Howard

South Carolina·CRD #7938018
IA Rep

Investment Adviser Rep at OBJECTIVITY SQUARED WEALTH MANAGEMENT

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
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CH

Carson Hymas

California·CRD #6504472
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CI

Carson Inglin

Idaho·CRD #7395262
IA Rep

Investment Adviser Rep at FIDUCIARY FINANCIAL GROUP, LLC

Experience
2 yrs
States
2
Exams
2
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$1.5M
View profile
CJ

Carson Jack Spiegelberg

New York·CRD #7717671
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Carson James Davy

Texas·CRD #7913209
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Carson J Kiley

Ohio·CRD #8120423
IA Rep

Investment Adviser Rep at STRATOS WEALTH ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CJ

Carson Joe Hottovy

Nebraska·CRD #8011469
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Carson J Small

Texas·CRD #7568637
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Carson Knight

Maryland·CRD #6827211
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Carson Lane Roland

New Mexico·CRD #6821411
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Carson Lee Eddy

Alabama·CRD #7998328
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
2 yrs
States
1
Since
2024
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CL

Carson Leydecker

Rhode Island·CRD #7712009
Dual-registered

Dual-registered at KINTRA WEALTH, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Carson L Holley

Ohio·CRD #7868260
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Carson Locklyn McGraw

Alabama·CRD #7146676
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Carson Lyle Stallings

North Carolina·CRD #6539358
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Carson Miller Castellano

Louisiana·CRD #8227460
IA Rep

Investment Adviser Rep at CASTELLANO & ASSOCIATES

States
2
Since
2026
Fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
CN

Carson Nicholas Raeder

Michigan·CRD #8033166
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CP

Carson Palmer Jenkins

California·CRD #6974423
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Carson Paul Bidawid

New York·CRD #6708300
IA Rep

Investment Adviser Rep at CIRCLE ADVISERS INC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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