Robert Carson is a registered investment advisor, based in Fulton, MD, with 32 years of industry experience.
Location
8161 Maple Lawn Blvd, Suite 400, Fulton, MD, 20759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates his LPL business under the DBA Wealth Enhancement Group and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to the latter. He also receives trails from non-variable insurance and sells insurance, and manages Gratitude LLC, an insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Triad Advisors, LLC
Planning Solutions Group, LLC
Triad Advisors LLCBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations20 states
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