Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Stewart Anderson is a financial advisor with over 14 years of experience in the industry. Carson Stewart Anderson currently works at Texas Capital Bank Private Wealth Advisors. Carson Stewart Anderson has been registered with Texas Capital Bank Private Wealth Advisors since December 2022. Previously, Carson Stewart Anderson was registered with WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, BBVA COMPASS INVESTMENT SOLUTIONS, INC, BANC OF AMERICA INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Carson Stewart Anderson has a Series 7, Series 66, and Series 7TO license.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/06/2022 - Present
Texas Capital Bank Private Wealth Advisors (Fort Worth TX)
TX
02/26/2020 - 11/15/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
TX
10/11/2012 - 02/07/2020
MORGAN STANLEY (ARLINGTON TX)
TX
11/02/2009 - 10/02/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
04/29/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
TX
12/21/2006 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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