CA
CA

Carson Anderson

17 Years of Experience
Broker

Carson Anderson is a registered investment advisor, based in Fort Worth, TX, with 17 years of industry experience.

Location

300 Throckmorton Ste 200, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Carson works as a Private Banker at Texas Capital Bank since October 2022. This is a full-time commitment, with 130 of those hours during trading hours.

Employment History
Current Registrations
Tcbi Securities, INC.Broker
March 2023 - Present · 3 yrs 1 mo
Texas Capital Bank Private Wealth Advisors
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2020 - November 2021 · 1 yr 9 mos
Morgan StanleyBroker
October 2012 - February 2020 · 7 yrs 4 mos
Bbva Compass Investment Solutions, INCBroker
November 2009 - October 2012 · 2 yrs 11 mos
Banc of America Investment Services, INC.
April 2008 - January 2009 · 9 mos
Banc of America Investment Services, INC.Broker
April 2008 - January 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - April 2008 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - April 2008 · 1 yr 4 mos
State Registrations1 state
TX
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.
Carson Anderson - Financial Advisor | TrueAdvisor