Carson Buell, financial advisor Dallas TX

Carson Buell

CRD Number: 6816702
Current Firm: B. Riley Wealth Advisors, Inc.

Carson Buell (CRD# 6816702) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Dallas, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current 1
B.riley Wealth Management Memphis, TN May 2018 - Current 5
Rolling College Orlando, FL Sep 2017 - May 2018 < 1
Wunderlich Securities, Inc. Memphis, TN Jun 2017 - Aug 2017 < 1
Rolling College Orlando, FL Sep 2016 - Jun 2017 < 1
Wunderlich Securities, Inc. Memphis, TN Jun 2016 - Sep 2016 < 1
Rolling College Orlando, FL Sep 2015 - Jun 2016 < 1
Brinker Capital Berwyn, PA Jun 2015 - Sep 2015 < 1
Rolling College Orlando, FL Sep 2014 - Jun 2015 < 1
Jesuit College Prep Dallas, TX Sep 2009 - Sep 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Carson M. Buell
Phone Number: 901-251-1330
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,885
    MILLIONS
  • Total Number of Accounts
    20,323
    ACCOUNTS
  • Average Account Value
    $338,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.