Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carson is a financial advisor with over 28 years of experience in the industry. Carson is registered with Wealth Enhancement Advisory Services, LLC, and has a wide range of experience and expertise in financial planning, investment management, and insurance. Carson is committed to providing clients with personalized advice and strategies to help them achieve their financial goals. Prior to joining Wealth Enhancement Advisory Services, LLC, Carson held positions at a number of other firms, including Triad Advisors LLC, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Carson is a highly experienced and qualified advisor with a proven track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/12/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
11/01/2010 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
06/01/1998 - 11/05/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
MD
02/20/2002 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (COLUMBIA MD)
PA
08/09/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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