Carson Wolf
CRD Number: 7122945Current Firm: Walser Wealth Management Company, A Limited Liability Company
Carson Wolf (CRD# 7122945) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walser Wealth Management Company, A Limited Liability Company | Tampa, FL | Jun 2023 - Current | < 1 |
| Walser Wealth Management Company, A Limited Liability Company | Tampa, FL | Apr 2023 - Jun 2023 | < 1 |
| Precision Marine | Largo, FL | Nov 2022 - Apr 2023 | < 1 |
| Castaway Customs | Bradenton, FL | Nov 2021 - Nov 2022 | 1 |
| American Products, Inc. | Tampa, FL | May 2021 - Sep 2021 | < 1 |
| Gml Coatings | Bradenton, FL | Feb 2021 - Mar 2021 | < 1 |
| Unemployed | St. Petersburg, FL | Sep 2020 - Jan 2021 | < 1 |
| S & E Renovations, Inc. | Venice, FL | Jun 2020 - Aug 2020 | < 1 |
| University Of South Florida | St. Petersburg, FL | Aug 2016 - May 2020 | 3 |
| 1023 Diesel | Palmer, AK | Jan 2018 - Apr 2019 | 1 |
| Boaters Republic | St. Petersburg, FL | Jan 2017 - Dec 2018 | 1 |
| Fender Blenders | Largo, FL | Jun 2017 - Aug 2017 | < 1 |
| St Petersburg College | St. Petersburg, FL | Aug 2015 - Jun 2016 | < 1 |
| Tire Kingdom | St. Petersburg, FL | Aug 2015 - Dec 2015 | < 1 |
| Northeast High School | St. Petersburg, FL | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- FL
-
Total Assets Under Management164MILLIONS
-
Total Number of Accounts1,145ACCOUNTS
-
Average Account Value$143,295
- 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)
AL, FL, GA, IL, SC, TX
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