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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
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 |
- TX
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Total Assets Under Management6,885MILLIONS
-
Total Number of Accounts20,323ACCOUNTS
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Average Account Value$338,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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