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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+)
CR

Carson Robert Phillips

California·CRD #8278580
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Carson Rose Tennyson

North Carolina·CRD #7483634
Dual-registered

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

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Carson Scharff

Nebraska·CRD #7664044
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
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CS

Carson Schumann

Kentucky·CRD #7827066
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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CS

Carson Scott

Texas·CRD #8106200
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$50.0M
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CS

Carson S McCaw

Indiana·CRD #4129438
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
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CS

Carson Stoltz

Arizona·CRD #7112535
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
4 yrs
States
16
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
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CT

Carson Traylor

Texas·CRD #7568796
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Carson Wade Stephens

Texas·CRD #4599801
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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CW

Carson Wayne Strickland

Louisiana·CRD #5909996
Dual-registered

Dual-registered at HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
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CW

Carson Whiteman

New York·CRD #7439414
Dual-registered

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

Experience
4 yrs
States
1
Exams
6
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Carson William Smith

Texas·CRD #8199666
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
CF

Carsten Frederiksen

Texas·CRD #5114267
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
View profile
CC

Carston Cole Cook

Michigan·CRD #6752613
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CA

Carter Alexandra Anderson

North Carolina·CRD #6654374
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
CA

Carter Allen Pearl

Arizona·CRD #1226543
Dual-registered

Dual-registered at INTRINSIC VALUE PARTNERS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Fee
AUM / Hourly
View profile
CA

Carter Ashly Morrison

California·CRD #1087617
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Carter Barlow

North Carolina·CRD #7757324
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Carter Bradley Hodson

Oklahoma·CRD #8194084
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Carter Brower

Texas·CRD #2649642
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
30 yrs
States
1
Exams
4
Since
1996
Fee
AUM / Hourly / Flat Fee
View profile
CC

Carter C Delong

Michigan·CRD #7707697
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Carter Charles Shultz

Illinois·CRD #7977934
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Carter Cleveland Blackburn

Texas·CRD #6792654
IA Rep

Investment Adviser Rep at AVIDIAN WEALTH SOLUTIONS

Experience
9 yrs
States
1
Exams
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Carter Coleman Wright

Oklahoma·CRD #7929373
Dual-registered

Dual-registered at DRAWBRIDGE CAPITAL

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
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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