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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Ron Carson

Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise

Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise

Ron Carson joins the show to discuss the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20B independent wealth management enterprise.

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

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.

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