Carson Wealth

Carson Wealth

Financial Services United States 284 employees
Employees
284
Contacts
2
Emails
2
Phones
2

Carson Wealth Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
284
Founded
1983
Funding
35.0M
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Carson Wealth

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Carson Wealth Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
2
100.0% coverage

Carson Wealth Org Chart

Sample employees and titles
Name Title Contact
Christopher Tobey, Cfp® Managing Director, Wealth Advisor at Carson Wealth
Email Phone
Rob Taylor
Email Phone

Employees by Management Level

Manager 15 profiles
Individual contributor 9 profiles
Senior / Lead 6 profiles
Director 4 profiles
Associate / junior 4 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 9 9 4
General 6 6 3
Executive 6 6 2
Finance 5 5 3
Operations 4 4 1
IT 2 2 1

Carson Wealth Tech Stack

Cloud / infrastructure 1 profile
Data / AI 1 profile

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