Brett CarsonCRD Number: 4585590
Current Firm: Cwm, LLC
Brett Carson (CRD# 4585590) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Cwm, LLC||Omaha, NE||Sep 2011 - Current||6|
|Garp Research & Securities Company||Baltimore, MD||May 2004 - Current||13|
|Gaineswood Investment Management, Inc.||Baltimore, MD||May 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2005|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management4,315MILLIONS
Total Number of Accounts22,216ACCOUNTS
Average Account Value$194,234
- 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
- Selection of other advisers (including private fund managers)
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