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David Lee Carson is a financial_advisor professional located in Albion, IN. They specialize in financial advisory. With over 29 years of experience, they bring deep expertise to every client.
David Lee Carson - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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David Lee Carson operates Cetera Wealth Services, LLC in Albion, Indiana. With 29 years in the financial advisory field, Carson brings substantial experience to wealth management and financial planning. The business is registered with FINRA (Financial Industry Regulatory Authority) under CRD #2701355, which governs securities brokers and investment advisors at the federal level.
Carson's FINRA CRD registration means he is subject to federal oversight by the Financial Industry Regulatory Authority, which regulates securities brokers and investment advisors. This registration requires compliance with industry standards and rules governing the sale of securities and investment advisory services. The CRD number (2701355) is a unique identifier that allows clients to verify registration status and review disciplinary history through FINRA's public database, providing transparency about the advisor's regulatory standing and background.