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George Carson

33 Years of Experience
Bryan, TX
1 DisclosureBroker

George Carson is a registered investment advisor at Edward Jones, based in Bryan, TX, with 33 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4403 S Texas Avenue, Bryan, TX, 77802

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007
Denied
Employment History
Current Registrations
Edward JonesBroker
May 2013 - Present · 13 yrs 5 mos
Edward Jones
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
November 2010 - May 2013 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
November 2010 - May 2013 · 2 yrs 6 mos
Chase Investment Services CORP.
December 2009 - November 2010 · 11 mos
Chase Investment Services CORP.Broker
December 2009 - November 2010 · 11 mos
UBS Financial Services INC.
October 2006 - October 2009 · 3 yrs
UBS Financial Services INC.Broker
October 2006 - October 2009 · 3 yrs
Merrill Lynch Pierce Fenner & Smith INC.
November 1992 - October 2006 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - October 2006 · 14 yrs 1 mo
State Registrations14 states
ARAZCACODCFLGAINMAMINMOKTXWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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