Carson Wannamaker (CRD# 4506116) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 21 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forvis Wealth Advisors LLC | High Point, NC | Jun 2022 - Current | 1 |
| Dixon Hughes Goodman Wealth Advisors LLC | Asheville, NC | Aug 2014 - May 2022 | 7 |
| Invest Financial Corporation | Oak Ridge, NC | Jul 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- NC
- TX
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Total Assets Under Management7,888MILLIONS
-
Total Number of Accounts12,298ACCOUNTS
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Average Account Value$641,415
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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