Charles Carson, financial advisor Troy AL

Charles Carson

CRD Number: 6294611
Current Firm: Benjamin F. Edwards & Company, Incorporated

Charles Carson (CRD# 6294611) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Troy, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Benjamin F. Edwards Troy, AL May 2022 - Current 1
Wells Fargo Clearing Services, LLC Troy, AL Nov 2016 - May 2022 5
Wells Fargo Avisors, LLC Troy, AL Jan 2014 - Nov 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Charles H. Carson
Phone Number: 314-726-1600
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    11,262
    MILLIONS
  • Total Number of Accounts
    42,128
    ACCOUNTS
  • Average Account Value
    $267,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

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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