Carson Brokerage Solution

Free Your Time. Focus Your Approach.

With the Carson Brokerage Solution, Partners have a path to drop their FINRA licenses and operate as Investment Advisor Representatives of the RIA. You keep your client relationships, and we’ll purchase and service your existing broker/dealer business. That means no more brokerage-related audits, fees or continuing education requirements. Interested in learning more? Get the Carson Brokerage Solution Overview by filling out the form.