Carson Brokerage Solution

Free Your Time. Focus Your Approach.

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. That means no more continuing education requirements, brokerage fees, audits and all that other baggage. Interested in learning more? Get the Carson Brokerage Solution Overview by filling out the form.

Wish Your Clients Bragged About Your Tech?

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Tired of
Never Really Clocking Out?

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