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Carson Lyle Stallings

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

1800 West City Dr, Elizabeth City, NC, 27909

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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 ActivitiesSells Insurance

Carson is the owner of A&A Insurance LLC, where he helps clients with property and casualty insurance, dedicating about half of his time. He is also involved with A&A Insurance and Investments Inc., When Animals Attack LLC, and CSP Properties LLC.

Employment History
Current Registrations
First Heartland Consultants, INC.
December 2023 - Present · 2 yrs 2 mos
First Heartland Capital, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
September 2015 - December 2017 · 2 yrs 3 mos
State Registrations4 states
NCTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.