Carey Kesner, financial advisor Houston TX

Carey Kesner

CRD Number: 4907404
Current Firm: Mosaic Advisors LLC
Compensation Model: Fee Only

Carey Kesner (CRD# 4907404) is a co-founder of Mosaic Advisors LLC in Houston, TX and has over 13 years of experience. Carey Kesner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

The Purpose at Mosaic Advisors is to create better financial outcomes for successful families and closely-held business owners.

 

Mosaic Advisors designs, implements, and maintains comprehensive plans for families with significant resources and complex needs.

CONTACT
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Professional Designations
Company Name Location Dates Years
Mosaic Advisors LLC Houston, TX Jun 2012 - Current 7
Mosaic Wealth Partners, LLC Houston, TX Jun 2012 - Current 7
Fsc Securities Corporation Houston, TX Feb 2012 - Current 7
Bosc, Inc. Houston, TX Nov 2011 - Jan 2012 < 1
Bank Of Texasbok Financial Houston, TX Nov 2011 - Jan 2012 < 1
Bbva Wealth Solutions Houston, TX Dec 2009 - Nov 2011 1
Fsc Securities Corporation Houston, TX Jun 2005 - Nov 2011 6
Compass Bancshares Inc. Houston, TX Jan 2005 - Nov 2011 6
Stavis Margolis Advisory Services Houston, TX May 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
Contact Info for Carey S. Kesner
Phone Number: 713-980-4100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    221
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,826,930
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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Clean Record
This advisor has a clean track record with regulators.

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