Carson Buell
Carson Buell is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Dallas, TX, with 7 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
5420 Lyndon B Johnson, 2 Lincoln Centre # 1300, Dallas, TX, 75240
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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
Carson is involved with Snider Plaza Partners, LLC, a restaurant/hospitality business, but has no management responsibilities, dedicating minimal time. Carson may also earn commissions from insurance companies for the sale of non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
State Registrations13 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.