Carson Choice Retirement Solutions, Inc.

Carson Choice Retirement Solutions, Inc. (CRD# 141450) is a financial advisory firm headquartered in , . They manage $33,360,171 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $606,549
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Carson Choice Retirement Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles R. Korger
CRD#: 2795363
Bala Cynwyd, PA
96
Wealthminder
score

Charles Korger (CRD# 2795363) is an Investment Advisor Representative working at Carson Choice Retirement Solutions, Inc. in Bala Cynwyd, PA and has over 17 years of experience in the finance industry. Charles Korger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Carson
CRD#: 1661976
Bala Cynwyd, PA
93
Wealthminder
score

Richard Carson (CRD# 1661976) is an Investment Advisor Representative working at Carson Choice Retirement Solutions, Inc. in Bala Cynwyd, PA and has over 29 years of experience in the finance industry.

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