Kevin Carson is a CFP-designated registered investment advisor, based in Manasquan, NJ, with 31 years of industry experience.
Location
229 E. Main Street, Manasquan, NJ, 08736
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works as a bartender at The Shore Club, dedicating about 10-20% of his time. He is also a Registered Representative for MSEC, LLC, spending full-time hours during securities trading hours.
Employment History
Current Registrations
Msec, LLCBroker
May 2022 - Present · 4 yrs
Mariner Wealth
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2015 - May 2022 · 6 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2015 - May 2022 · 6 yrs 11 mos
Strategic Advisers, INC.
March 1999 - June 2015 · 16 yrs 3 mos
Fidelity Brokerage Services LLCBroker
November 1995 - June 2015 · 19 yrs 7 mos
David Lerner Associates, INC.Broker
June 1994 - October 1995 · 1 yr 4 mos
State Registrations7 states
CTFLKSNJNYPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.