Michael Carson
Michael Carson is a registered investment advisor at Janney Montgomery Scott LLC, based in Spartanburg, SC, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
135 N. Church Street, Suite 130, Spartanburg, SC, 29306
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Michael is a board member of Hope Center for Children in Spartanburg, SC, attending monthly meetings. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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.