Carson Roye (CRD# 7386374) is an Investment Advisor Representative working at Storehouse Financial LLC in Fort Worth, TX and has over 2 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Storehouse Financial LLC | Fort Worth, TX | Apr 2021 - Current | 3 |
| Unemployed | Arlington, TX | Jan 2021 - Apr 2021 | < 1 |
| Ted Ventures | Midlothian, TX | Jun 2018 - Jan 2021 | 2 |
| Unemployed | Arlington, TX | Sep 2017 - May 2018 | < 1 |
| Arthrex | Grapevine, TX | Sep 2017 - Apr 2018 | < 1 |
| Consensus Orthopedics | Graham, TX | Jun 2016 - Aug 2017 | 1 |
| Texas Tech University | Lubbock, TX | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- TX
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts1,197ACCOUNTS
-
Average Account Value$145,412
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, TX
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