Randal Carson, financial advisor Camarillo CA
93 score

Randal Carson

CRD Number: 872114
Current Firm: Mutual Advisors, LLC

Randal Carson (CRD# 872114) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities Inc. Camarillo, CA Jul 2012 - Current 4
(none) Westlake Vlg, CA Oct 2011 - Jul 2012 < 1
Npb Financial Group LLC Burbank, CA Aug 2010 - Oct 2011 1
Kipp Brant Drummond & Associates, Inc. Dba Kipp Financial Group Ventura, CA Jan 2009 - Oct 2011 2
National Planning Corporation Ventura, CA Jul 2007 - Aug 2010 3
Kipp Brant Drummond & Associates, Inc. Ventura, CA Jul 2007 - Jan 2009 1
Gainsborough Financial Corp Los Angeles, CA Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Randal R. Carson
Phone Number: 307-439-6357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $354,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, NC, NE, NH, NJ, NV, OR, PA, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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