Unclaimed
Carson Mcbee Buell is a registered representative with Northwestern Mutual Investment Services, LLC and holds Series 7 and 66 licenses as well as the Series SIE. Carson is a Dallas, Texas based financial advisor who works with individual investors to help them achieve their financial goals. Carson has been in the industry since 2018 and previously worked with B. Riley Wealth Management. Carson's clients have included individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
TX
05/03/2024 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
07/31/2018 - 05/06/2024
B. RILEY WEALTH MANAGEMENT (Dallas TX)
BOTH
Issued 10/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carson Buell is the right advisor for you? Invested Better is here to help.