Thomas Chaney is an Investment Advisor Representative working with Carson Wealth Management (CWM, LLC), an SEC Registered Investment Advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | May 2021 - Current | 2 |
| Carson Wealth | Las Cruces, NM | May 2021 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | May 2021 - Feb 2024 | 2 |
| Lpl Financial LLC | El Paso, TX | Oct 2012 - May 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- NM
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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