One effluent of Ron Carson’s self-extrication from LPL after 27 years was that his firm disclosed the use of forgivable loans to the SEC
Louis Diamond Quoted – By Janice Kirkel, RIABiz – The deal that sent a chunk of Carson Wealth Management’s assets to Cetera Financial Group from LPL Financial elicited the disclosure of forgivable loans, a stigmatized practice at best. Ron Carson, CEO of Carson Wealth, makes a strong statement in response to a reporter’s query of the mention of “forgivable loans” in the ADV filed on Jan. 25 by his firm.
