Carson Willingham, financial advisor Kennewick WA

Carson Willingham

CRD Number: 6465120
Current Firm: Edward Jones
Compensation Model: Both
Carson Willingham (CRD# 6465120) is an Investment Advisor Representative working at Edward Jones in Post Falls, ID and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2015 - Current 8
Physassist Fort Worth, TX Jun 2014 - Mar 2015 < 1
College Cheney, WA Sep 2009 - Jun 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Carson D. Willingham
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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