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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosaic Advisors LLC | Houston, TX | Jun 2012 - Current | 11 |
| Mosaic Wealth Partners, LLC | Houston, TX | Jun 2012 - Current | 11 |
| Fsc Securities Corporation | Houston, TX | Feb 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
- TX
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Total Assets Under Management326MILLIONS
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Total Number of Accounts150ACCOUNTS
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Average Account Value$2,170,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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