Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Smith is a financial advisor registered with Florida Financial Advisors, LLC. Carson holds the Series 65, Series 6TO and SIE exams. Carson is based in Jacksonville, FL and works with clients from all over the country. Carson offers financial planning and portfolio management services to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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FL
08/21/2023 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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