Unclaimed
Carson Reid Spangler is a financial professional with over 20 years of experience in the industry. Carson is currently registered with The Investment Center, Inc., and has previously been registered with CADARET, GRANT & CO., INC., LINCOLN FINANCIAL SECURITIES CORPORATION and THE ADVISORS GROUP, INC.. Carson has a strong background in securities and investment company products. Carson is licensed to sell securities in 13 states. Carson has passed the Series 63, SIE, and Series 6 exams. Carson's clients are located in Pennsylvania and across the United States.
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.
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.
1
2
PA
05/18/2021 - Present
THE Investment Center, Inc. (LANCASTER PA)
PA
07/16/2012 - 05/20/2021
CADARET, GRANT & CO., INC. (LANCASTER PA)
PA
02/27/2001 - 08/06/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (LITITZ PA)
MD
11/03/1999 - 12/13/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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