Carson Brokerage Solution


Free Your Time. Focus Your Approach.

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.

The Navy Seals have a saying: “Slow is smooth. Smooth is fast.” We wanted to reduce friction and simplify our business model so we could focus more on what brings the most value to our clients. Eliminating brokerage responsibilities simplified our new business process and allowed us to hone our message and differentiate in our local market. We would not have done this if we weren’t able to continue properly servicing these legacy accounts. But once that became possible, it was an easy decision, and we are growing faster now.
Bob Huntley , Founder & Wealth Advisor, Wise Counsel Wealth Management
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Interested in learning more about the Carson Brokerage Solution?

 

Fill out the form to schedule a consultation.

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