Simplify your workflow and let us take over the heavy lifting, so you can focus on what really matters: your clients.
With the Carson Brokerage Solution, partners have a path to drop their FINRA licenses and operate as Investment Advisor Representatives of the RIA. You keep your client relationships, and we’ll purchase and service your existing broker/dealer business.
Say goodbye to brokerage-related audits, fees and CE and state registration requirements. You won’t want to go back.
Interested in learning more about the Carson Brokerage Solution? Fill out the form to schedule a consultation.