Kevin
Carson
Mariner Wealth
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About this Advisor
Kevin Carson is a financial advisor based in Manasquan, New Jersey, working with Mariner Wealth. Kevin has previously held positions at Fidelity Brokerage Services, Inc, Strategic Advisers, Wells Fargo Clearing Services, LLC, Mariner Wealth Advisors, Msec, LLC, and Wells Fargo Advisors LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Kevin is part of Mariner Wealth, which operates out of Manasquan, New Jersey. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kevin Carson Work History
Mariner Wealth Advisors
Msec, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Strategic Advisers
Fidelity Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Kevin Carson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth
Madison, NJ
Leawood, KS
Sarasota, FL
Los Angeles, CA
Plano, TX
Herndon, VA
Scottsdale, AZ
Saint Louis, MO
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