Carey KesnerCRD 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.
The Goff Financial Group
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|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|
Total Assets Under Management221MILLIONS
Total Number of Accounts121ACCOUNTS
Average Account Value$1,826,930
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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