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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 22, 2019
    • $7.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 41K
      Accounts
    • $182.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

284

name start date
Shandie Renee Morrison
February 2019
Scott Douglas Ford
July 2012
Robert Nolan Dumas
March 2019
Faron Lee Alan Daugs
March 2014
Abbey Lee Henderson
April 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Carson Group Brokerage, LLC Broker-Dealer --
    Carson Group Investing IAR $183,056,404

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Aaron Eugene Schaben Managing Director Of Carson Institutional Alliance November, 2011 less than 5%
      Ronald Lloyd Carson Chief Executive Officer November, 2010 less than 5%
      Lantz Guy Hunt Chief Operations Officer March, 2018 less than 5%
      David Screnar Chief Financial Officer March, 2018 less than 5%
      Daniel P Tobin Chief Compliance Officer April, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other