Ronald Carson (CRD# 1238219) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 33 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Group Investing, LLC | Omaha, NE | May 2018 - Current | 5 |
| Ocean Property Holdings LLC | Omaha, NE | Apr 2016 - Current | 8 |
| Carson Group Holdings LLC | Omaha, NE | Mar 2016 - Current | 8 |
| Carson Family Giving Foundation | Omaha, NE | Jan 2016 - Current | 8 |
| Carson LLC | Omaha, NE | Oct 2015 - Current | 8 |
| Baylee Investments, LLC | Omaha, NE | Sep 2015 - Current | 8 |
| Cpac Insurance Company | Omaha, NE | Aug 2015 - Current | 8 |
| Cwm Aviation LLC | Omaha, NE | Apr 2015 - Current | 9 |
| Cia Retreat LLC | Omaha, NE | Aug 2014 - Current | 9 |
| Carson Group, Inc. | Omaha, NE | Nov 2013 - Current | 10 |
| Carson Wealth Advisors, LP | Omaha, NE | Nov 2013 - Current | 10 |
| Carson Pacific Advisors, LP | Omaha, NE | Nov 2013 - Current | 10 |
| Cmgc Inc. | Omaha, NE | Aug 2013 - Current | 10 |
| Cwm Brokerage | Omaha, NE | Apr 2013 - Current | 11 |
| The Dreamweaver Foundation | Omaha, NE | Nov 2012 - Current | 11 |
| Carson Institutional Alliance Or Cia | Omaha, NE | Oct 2012 - Current | 11 |
| Ppi Inc. | Omaha, NE | Jun 2011 - Current | 12 |
| Cwm, LLC | Omaha, NE | May 2011 - Current | 12 |
| Peak Insurance Agency | Omaha, NE | Jun 2010 - Current | 13 |
| Carson Wealth Management Group | Omaha, NE | Jun 2005 - Current | 18 |
| Carson Pacific, Llc Dba Peak Advisor Alliance | Omaha, NE | Oct 2001 - Current | 22 |
| Carson Farms | Omaha, NE | May 1999 - Current | 24 |
| R.c.investments LLC | Omaha, NE | Oct 1984 - Current | 39 |
| Self | Omaha, NE | Mar 1984 - Current | 40 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Jan 2019 | 2 |
| Lpl Financial LLC | Omaha, NE | Mar 1989 - Jan 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
- 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
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