Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Stoltz is an investment advisor representative at Concorde Asset Management, LLC. Carson is registered with FINRA as a Registered Representative (Series 7TO), and has passed the Uniform Investment Adviser Law Examination (Series 65). Carson has been in the financial industry since 2021. Carson also works for Clear Direction Investments and Stoltz Financial Partners LLC as well as holding other positions that are not related to investment advisory services. Carson works out of the Ann Arbor, Michigan office of Concorde Asset Management, LLC and also works out of the Scottsdale, Arizona office of the firm. Carson has previously been registered as a Registered Representative with Concorde Investment Services, LLC.
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.
Promoter fees from other advisors
1
2
AZ
01/21/2025 - Present
Concorde Asset Management, LLC (Scottsdale AZ)
AZ
08/13/2021 - 12/08/2021
CONCORDE INVESTMENT SERVICES, LLC (Scottsdale AZ)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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