Karson Nance (CRD# 7730947) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Fe, NM and has 1 year of experience in the finance industry.
CRD# 2908751
Cetera Investment Advisers LLC
CRD# 2603603
Thornburg Investment Management Inc.
CRD# 2843680
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel, Nicolaus & Company, Incorporated | Santa Fe, NM | Apr 2023 - Current | 1 |
Self Employed | Santa Fe, NM | Jan 2023 - Current | 1 |
Bowen Bootwear | Nashville, TN | Sep 2021 - Dec 2022 | 1 |
Real Clean Pools | Austin, TX | Sep 2021 - Apr 2022 | < 1 |
Rvella Rv Rentals | Austin, TX | Jan 2020 - Sep 2021 | 1 |
Woodland Fluid Power | Magnolia, TX | Mar 2018 - Oct 2019 | 1 |
Landtroop Strategies | Lubbock, TX | Sep 2017 - Dec 2017 | < 1 |
Vri | Franklin, OH | Dec 2016 - Sep 2017 | < 1 |
Unemployed | Lubbock, TX | May 2016 - Dec 2016 | < 1 |
Acton School Of Business | Austin, TX | Aug 2015 - May 2016 | < 1 |
Texas State Senate | Austin, TX | Dec 2014 - Jul 2015 | < 1 |
Texas Secretary Of State | Austin, TX | May 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NM
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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