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).
Total Assets Under Management33MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$606,549
- 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)
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.
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.