Carson Graves

Carson Graves

Owner

Followers of Carson Graves228 followers
location of Carson GravesArlington, Texas, United States

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  • Timeline

  • About me

    President of Carson Enterprise(Retirement Education Center)

  • Education

    • Texas Tech University

      1997 - 1999
    • Texas Christian University - M.J. Neeley School of Business

      2000 - 2001
      Business Finance
  • Experience

    • Carson Enterprise (Retirement Education Center) LLC

      Jan 2001 - now
      Owner

      We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.Carson Graves offers Investment Advisory Services throughGradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SECRegistered Investment Advisor. Gradient Advisors LLC and itsadvisors do not render tax, legal, or accounting advice.Retirement Education Center is not a registered investment advisor and isnot an affiliate of Gradient Advisors, LLC. Insurance productsand services are offered through Carson Graves,independent agent. Show less

    • TRACKSTAR REALTY GROUP

      Jan 2017 - now
      Real Estate Broker

      We are able to help buyers and sellers move with speed and agility with the assistance of our network partners. Our targeted areas of service is: Arlington TX, Grand Prairie TX, Mansfield TX and other near surrounding cities.

    • Self-employed

      Jan 2020 - now
      SmartAsset Advisor

      A SmartAsset Advisor is a certified financial advisor that works with local individuals across the U.S looking for independent Fiduciary advice. We are thoroughly vetted and approved to be listed on the SmartAdvisor platform.

  • Licenses & Certifications

    • National Social Security Advisor (NSSA Certified)

      National Social Security Association
      Nov 2019
    • Investment Advisor/Representative

      U.S. Securities and Exchange Commission
    • 2023 Pro Bono

      CFP Board
      Jun 2023
      View certificate certificate
    • Real Estate Broker/Sales Agent

      National Association of REALTORS®
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2023
      View certificate certificate