LPL Financial, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), recently congratulated Ron Carson, founder and CEO of Carson Wealth Management Group on his 25th anniversary as an LPL affiliated advisor.
Carson has accumulated nearly $4.3 billion in assets under advisement since teaming up with LPL Financial more than two decades ago. Carson’s firm operates on LPL Financial’s independent RIA platform, through which investment advisory services are provided through Carson’s registered investment adviser firm, CWM, LLC, and its advisory representatives carry their brokerage securities registrations with LPL Financial. Based in Omaha, NE, Carson is also the founder of Peak Advisor Alliance and Carson Institutional Alliance.
Carson has been one of LPL Financial’s top-ranked registered representatives for 21 consecutive years based on assets under management. He has received numerous industry commendations, including top 10 rankings annually from Barron’s and Registered Rep magazine. He is also the author of three well-known books on wealth management, including Tested in the Trenches and Avalanche. Carson started his firm while attending the University of Nebraska, where he began developing the investment principles and business strategies he continues to practice and share today.
For more information about LPL Financial, please visit www.lpl.com.
For more information about Carson Wealth Management Group, please visit www.carsonwealth.com.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through CWM, LLC, a registered investment advisor. Carson Wealth Management Group, Carson Institutional Alliance, CWM, LLC and Peak Advisor Alliance are separate entities from LPL Financial.