John CarsonCRD Number: 1747733
Current Firm: Northstar Asset Management LLC
John Carson (CRD# 1747733) is an Investment Advisor Representative working at Northstar Asset Management LLC in Blue Bell, PA and has over 33 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Northstar Asset Management, Inc.||Blue Bell, PA||May 2018 - Current||3|
|Glenmede Trust Company||Philadelphia, PA||Apr 2013 - May 2018||5|
|Oppenheimer & Company Inc.||Philadelphia, PA||Mar 2012 - Mar 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management543MILLIONS
Total Number of Accounts390ACCOUNTS
Average Account Value$1,392,508
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NH, NY, PA, TX
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