David T. Carson
Professional summary
David Thomas Carson is a registered financial advisor currently at DTCARSON ASSET MANAGEMENT located in Los Angeles, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Carson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2019 - Present
DTCARSON ASSET MANAGEMENT
January 10, 2018 - December 31, 2018
DTCARSON ASSET MANAGEMENT
December 16, 2016 - December 31, 2017
DTCARSON ASSET MANAGEMENT
June 30, 2015 - March 2, 2017
WEALTH TEAMS ALLIANCE
June 12, 2013 - June 30, 2015
EQUITABLE ADVISORS, LLC
June 12, 2013 - June 30, 2015
EQUITABLE ADVISORS, LLC
March 19, 2012 - April 3, 2013
MORGAN STANLEY
February 22, 2012 - April 3, 2013
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/24/2019)
Exams
Current Firm
DTCARSON ASSET MANAGEMENT
CRD#: 285715 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 550,000 |
Red Flags
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