David S. Carson, CFP^®

CRPC^®, APMA^®

Private Wealth Advisor

Ameriprise Financial Services, LLC

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114

FINANCIAL ADVISOR'S WEBSITE

www.EISWealth.com

(800) 446-6117

+1 More Number

(386) 763-8225

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Flexibility to work from Fee based planning/investment management and/or a traditional commission/transaction structure.

Minimums

HOUSEHOLD INCOME MINIMUM

$30,000

Investable Asset Minimum

$1,000,000

General

David Carson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Daytona Beach, FL and the surrounding communities.

Financial Advisor Overview

Life is full of special milestones: buying a house, starting a family, launching a business, sending your kids to college, getting ready for retirement. The emotional impact of each of these events is significant - but so is the financial impact. We believe planning for your dreams and goals is the best way to reach them. Together, we'll work to figure out how you can afford all the things you want to do in life. Our advice and recommendations can help you get from where you are today, to where you want to be.

Financial Advisor Experience

17 years experience in financial planning and investment management industry. CERTIFIED FINANCIAL PLANNER PRACTITIONER(TM), Chartered Retirement Planning Counselor, Accredited Portfolio Manager Associate, Registered Financial Counselor. Father & Husband

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 10, 31, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - APMA^®, CRPC^®, RFC^®

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Ameriprise.com

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances