Carson Small (CRD# 7568637) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Renton, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Kent, WA | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kent, WA | Jul 2023 - Current | < 1 |
| Unemployed | Bellevue, WA | Apr 2023 - Jul 2023 | < 1 |
| Sun Valley Company | Ketchum, ID | Jan 2023 - Apr 2023 | < 1 |
| Washington State University | Pullman, WA | Aug 2019 - Dec 2022 | 3 |
| Black Cypress Restaurant | Pullman, WA | Sep 2022 - Oct 2022 | < 1 |
| Bank Of America | Bellevue, WA | Jun 2022 - Aug 2022 | < 1 |
| Unemployed | Bellevue, WA | Aug 2021 - Jun 2022 | < 1 |
| Seattle Boat Company | Seattle, WA | May 2019 - Aug 2021 | 2 |
| Werkhoven Dairy Inc. | Monroe, WA | May 2019 - May 2019 | < 1 |
| Montana State University | Bozeman, MT | Aug 2018 - May 2019 | < 1 |
| Unemployed | Bellevue, WA | Jul 2018 - May 2019 | < 1 |
| Nordstrom | Bellevue, WA | Jun 2018 - Jul 2018 | < 1 |
| Bellevue High School | Bellevue, WA | Aug 2014 - May 2018 | 3 |
| Sturtevants | Bellevue, WA | Nov 2017 - Mar 2018 | < 1 |
| Unemployed | Bellevue, WA | Apr 2017 - Nov 2017 | < 1 |
| Quality Food Centers | Bellevue, WA | Feb 2017 - Apr 2017 | < 1 |
| Unemployed | Bellevue, WA | Jun 2000 - Jan 2017 | 16 |
| Chinook Middle School | Bellevue, WA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- TX
- WA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.