Carol CarsonCRD Number: 3170954
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Carol Carson (CRD# 3170954) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Greenville, SC and has over 17 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|J.j.b. Hilliard W.l. Lyons, LLC||Greenville, SC||Jan 2013 - Current||4|
|Scott & Stringfellow, Inc.||Greenville, SC||Mar 2001 - Jan 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management7,005MILLIONS
Total Number of Accounts22,374ACCOUNTS
Average Account Value$313,088
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV